What does it take to build a future-proof financial advisory business?
Veteran industry leader Suzanne Siracuse sits down with Jon Jones, CEO and co-founder of Brighton Jones, to explore his incredible journey from small-town beginnings to leading a $30 billion RIA.
In this episode of the Focused on the Future podcast, Jon reveals how a client-centric, holistic approach has propelled his firm to the forefront of the wealth management industry.
Jon dives into:
- The “Personal CFO” model that seamlessly integrates life goals with financial planning
- Redefining wealth management to thrive through industry changes
- Using strategic giving to enrich client relationships and advisor satisfaction
- His vision for corporate responsibility through the Net Positive Consortium
- Organic growth strategies that balance culture with accountability for long-term success
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About Our Guest:
Jon Jones, co-founder of Brighton Jones, helped pioneer the Personal CFO approach to wealth management alongside Charles. While many firms focused solely on managing clients’ investment accounts, Brighton Jones took a holistic approach by overseeing clients’ entire balance sheets. Financial well-being and acting as a Personal CFO remain at the core of the firm’s services. However, Jon believes that truly helping clients live richer lives requires going beyond traditional financial management.
Standing at the intersection of life and wealth, Jon and his team recognize the importance of influencing clients’ emotional and social well-being. They celebrate life’s joys—marriages, new homes, births, and retirements—and provide guidance during challenges like job loss, divorce, illness, or loss. Jon values the opportunity to encourage clients to embrace the bigger picture, focus on their whole selves, and understand that true happiness extends far beyond financial success.
