Jonathan Freeman and Brian McCarver of Stonebridge Financial Group began their careers when cold-calling and a focus on commissions dominated financial services. When they first met 20 years ago, they agreed that the industry's future lied instead in emphasizing teams and personalized client services — important common ground between two founders with otherwise opposite personalities. Founded in 2013, their firm now has 19 people in two offices in central Pennsylvania, managing $1.3 billion in assets.

In this epiode, they talk about why team management is the bedrock of their growth, how they've leveraged centers of influence (COIs) to create a robust client referral pipeline and why spending resources on marketing helps fuel organic and sustainable growth.

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