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...
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
Growth Leaders of Wealth Management
52 minutes
1 year ago
Unlocking Growth: Lessons on Merging Organic and Inorganic Strategies from a $12 Billion Hybrid RIA
Organic vs. inorganic growth is a never-ending conversation in wealth management. How can they work together? Which is better? Join our host, Meg Carpenter, as she speaks with the growth leaders at Merit Financial Advisors, a $12 billion hybrid RIA. In this episode, she sits down with Kay Lynn Mayhue, President of Merit Financial Advisors, for a top-down perspective on their growth strategy. She also speaks with Merit partners Tait Lane and Zachary Mersberger to hear why they chose to j...
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...
