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Barron's Advisor
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
Nov 12, 2024
Carly Dillon, Chief Experience Officer at Brighton Jones, shares her expertise on driving organic growth in the wealth management sector. She emphasizes individual accountability and metrics to consistently achieve over 15% growth. Dillon discusses the importance of aligning financial planning with clients' personal values and the firm's commitment to community impact. She also delves into structured career pathways for new advisors and effective compensation strategies to attract talent, all while fostering trust and nurturing client relationships.
53:02
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Quick takeaways
- Brighton Jones emphasizes wealth alignment by integrating clients' values into financial planning, fostering deeper relationships and fulfillment.
- The firm's innovative 'pod' structure enhances personalized client service while ensuring operational efficiency across regional offices.
Deep dives
Wealth Alignment Philosophy
Brighton Jones is transitioning from traditional financial planning to a model focused on wealth alignment, which emphasizes understanding clients' values, passions, and visions. This approach aims to ensure that clients' financial decisions are closely aligned with their personal goals and futures. Carly Dillon explains that the firm seeks to transform the client's experience by integrating personal values into their financial plans, going beyond conventional advice. By embracing this philosophy, Brighton Jones aims to develop deeper relationships with clients while fostering a sense of fulfillment in their financial journey.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode