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What Three Personality Types Does Your Firm Need to Grow?
Manage episode 322164063 series 3324283
It can take a range of skill sets to start and build a successful financial advisory firm. But whether that firm remains a smaller, lifestyle practice or grows into a larger self-sustaining enterprise can depend on the culture and the right mix of personality types. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Jon Jones, co-founder and CEO of the wealth management firm Brighton Jones, to explore how you can identify, hire, and align the right personalities with the goals of your firm.
53 episodes
Manage episode 322164063 series 3324283
It can take a range of skill sets to start and build a successful financial advisory firm. But whether that firm remains a smaller, lifestyle practice or grows into a larger self-sustaining enterprise can depend on the culture and the right mix of personality types. Catherine Williams, Dimensional’s Head of Practice Management, is joined by Jon Jones, co-founder and CEO of the wealth management firm Brighton Jones, to explore how you can identify, hire, and align the right personalities with the goals of your firm.
53 episodes
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