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What Three Personality Types Does Your Firm Need to Grow?
Manage episode 322164063 series 3324283
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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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