Younger advisors, younger clients and old-fashioned referral programs have helped $9.5 billion AUM Brighton Jones double revenue in five years—without relying on acquisitions or rising markets.
The industry legend shares a glimpse of life back-in-the-day at Goldman Sachs, his early leap to independence, plus his prescription for the incredible organic growth at Hirtle, Callahan & Co., the impact of the OCIO model, and much more.
