Growth Leaders of Wealth Management

18. Building a Firm That Grows Itself: The Brighton Jones Way


Listen Later

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 competency through their MESI program, how client experience evolved into an operational discipline, and why their team chose patience and purpose over shortcuts.

It’s a rare look at a firm that has turned emotional intelligence, client trust, and thoughtful leadership into something measurable and scalable.

Connect with us: 

  • Jon Jones on LinkedIn
  • Carley Dillon on LinkedIn
  • Melinda Torres on LinkedIn
  • Brighton Jones


  • Meg Carpenter on LinkedIn
  • Ficomm Partners
...more
View all episodesView all episodes
Download on the App Store

Growth Leaders of Wealth ManagementBy Meg Carpenter

  • 5
  • 5
  • 5
  • 5
  • 5

5

18 ratings


More shows like Growth Leaders of Wealth Management

View all
Freakonomics Radio by Freakonomics Radio + Stitcher

Freakonomics Radio

32,258 Listeners

The Bill Simmons Podcast by The Ringer

The Bill Simmons Podcast

30,302 Listeners

Masters in Business by Bloomberg

Masters in Business

2,187 Listeners

The Daily by The New York Times

The Daily

113,069 Listeners

The Diamond Podcast for Financial Advisors by Mindy Diamond Financial Advisor Recruiter and Consultant

The Diamond Podcast for Financial Advisors

100 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,171 Listeners

The Long View by Morningstar

The Long View

925 Listeners

Kitces and Carl - Real Talk for Real Financial Advisors by Michael Kitces, MSFS, MTAX, CFP and Carl Richards, CFP

Kitces and Carl - Real Talk for Real Financial Advisors

243 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

10,208 Listeners

SmartLess by Jason Bateman, Sean Hayes, Will Arnett

SmartLess

58,521 Listeners

RIA Edge by David Armstrong

RIA Edge

13 Listeners

Do Business. Do Life. — The Financial Advisor Podcast — DBDL by Brad Johnson

Do Business. Do Life. — The Financial Advisor Podcast — DBDL

328 Listeners

Next Mile by Milemarker

Next Mile

9 Listeners

This Week in Wealth by Citywire

This Week in Wealth

6 Listeners