When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...
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When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
Growth Leaders of Wealth Management
26 minutes
1 year ago
Transforming Wealth Management: How Facet Skyrocketed from $2 Million to $40 Million in Revenue with Organic Growth
Dive deep into the learnings and strategies behind Facet’s incredible journey from a humble $2 million to now $40 million in revenue—all achieved through pure organic growth. Join our host, Meg Carpenter, CEO and Co-Founder at Ficomm, as she sits down with Facet's CEO and Co-Founder, Anders Jones, and President and COO, Shruti Joshi. Together, we learn about their groundbreaking flat fee model and tech-driven efficiency that are reshaping the wealth management industry. Discover how Facet's s...
Growth Leaders of Wealth Management
When Jon Jones stepped away from Brighton Jones for a year to travel with his family, the firm didn’t pause for him to return. It continued growing on its own momentum. Steady, intentional, and deeply rooted in culture. That story says everything about how the business was built. In this episode, Meg Carpenter sits down with Jon Jones, Carley Dillon, and Melinda Torres to explore the systems and philosophies behind Brighton Jones’ sustained growth. They share how empathy became a core compete...
