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Carly Dillon
Chief Experience Officer at Brighton Jones, a rapidly growing RIA firm. Shares insights on their strategic framework for organic growth and client experience.
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Nov 12, 2024
• 53min
Carley Dillon: How We Consistently Deliver Over 15% Organic Growth
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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.
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