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.
