What Three Personality Types Does Your Firm Need to Grow? - podcast episode cover

What Three Personality Types Does Your Firm Need to Grow?

Oct 12, 202152 min
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Episode description

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.

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What Three Personality Types Does Your Firm Need to Grow? | Managing Your Practice podcast - Listen or read transcript on Metacast