

Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
4 snips 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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Intro
00:00 • 3min
Empowering Financial Advisory Through Impact
02:57 • 19min
Structured Career Progression for New Advisors
21:57 • 2min
Compensation Strategies for Growth
23:39 • 5min
Optimizing Advisory Growth and Client Relations
28:28 • 21min
Exploring Essential Software Platforms for Advisory Efficiency
49:04 • 2min
Vision for Growth and Empowerment in Wealth Management
50:36 • 2min