Podcasts about brighton jones

Send us a textToday's episode happens through serendipity and relationships first forged through my friends at Brighton Jones. In today's episode, we talk with Ben Walker, a Vice President at Dimensional Fund Advisors.  Ben, a devoted father and enthusiastic Seattle sports fan, joins us to unpack his journey of leadership and resilience. He shares three pillars that his family takes very seriously: Respect, Responsibility, and always having a positive attitude. From the joy of watching his kids grow to the challenges that come with it, Ben offers a heartfelt glimpse into fatherhood. I share an inspiring tale about my son Ryder's perseverance in golf, highlighting the importance of persistence and seeking guidance when necessary.The episode also uncovers rich family histories that have shaped who we are today. We recount tales of bravery from World War II and the unwavering work ethic passed down from parents who juggled demanding careers while focusing on family. These narratives are intertwined with personal stories of resilience and unexpected life paths, such as my own journey in high school football that taught me about vulnerability and teamwork.Finally, we explore the profound impact of nurturing environments on personal and spiritual growth. Through shared experiences in parenting and sports, we emphasize the value of instilling core values like respect and responsibility. Ben and I wrap up with light-hearted exchanges, personal quirks, and reflections on gratitude, anchoring it all with the wisdom and positivity passed down through generations. It's a warm, enlightening conversation brimming with insights on guiding the next generation while allowing them to forge their own paths.Please don't forget to leave us a review wherever you consume your podcasts! Please help us get more dads to listen weekly and become the ultimate leader of their homes!

Brighton Jones' chief experience officer details how individual accountability and a focus on metrics consistently drive rapid growth. Host: Steve Sanduski, CFP.

I sit down with NAI President, Jordan Elliott, and Scott Greve, Senior Real Estate Advisor with wealth advisory firm Brighton Jones, to discuss family succession planning when investment real estate is involved.

In today's heartfelt episode, we discuss the intimate moments and the lessons for dads to connect with their daughters through the insightful author of "Girl Dad."  Today marks the VERY first time a woman has joined the Quarterback Dadcast, and I couldn't be more excited to have Madeline Anderson join us!  Thanks to the heartfelt introduction by her fiance, Max Gallagher, I must thank you, Max, for making today happen.Together, we navigate the highs and lows of parenting, sharing stories that celebrate the unique bond between fathers and daughters. From the patience learned on the golf course to creating family traditions, we uncover strategies to inspire and empower our daughters, ensuring they have the confidence to aim high.Madeline's warmth and wisdom illuminate the conversation as we examine the concept of drive and how it shapes our relationships and personal goals. She shares the serendipitous inspiration behind her book and offers fathers indispensable advice on being present and intentional with their daughters. We also delve into the emotional fabric of our families, discussing how understanding our children's love languages can deepen our connections and how thoughtfulness in the smallest actions can leave an indelible mark on their hearts. The stories we share are a testament to the lasting impact of our presence in our children's lives.We conclude with a candid reflection on patience, presence, and the pursuit of being the best versions of ourselves for our children. The episode is peppered with laughter and personal stories, capturing the joy and humor in parenting. Madeline and I invite you to join us for this fun-loving conversation as we aim to inspire every dad to cherish and strengthen the bond with their daughters.  Embark on this transformative journey with us, and let's navigate the rewarding path of fatherhood together.Please don't forget to leave us a review wherever you consume your podcasts! Please help us get more dads to listen weekly and become the ultimate leader of their homes!

Today on the podcast, we welcome back author and financial educator, Manisha Thakor. Manisha's new book is called MoneyZen: The Secret to Finding Your “Enough.” She is also the founder of MoneyZen, a financial education consultancy. In addition to her latest book, Manisha is the co-author of two books with Sharon Kedar: On My Own Two Feet, published in 2007 and updated in 2013, and Get Financially Naked, which came out in 2009. Prior to founding MoneyZen, Manisha was vice president of Financial Well-Being at Brighton Jones. Before that, she was director of Wealth Strategies for Women at Buckingham Strategic Wealth. Earlier in her career, Manisha held positions at several investment management firms, including Fayez Sarofim, Sands Capital Management, and Atalanta/Sosnoff Capital. Manisha is a chartered financial analyst and a certified financial planner. She received her bachelor's degree in American Studies from Wellesley College and her MBA from Harvard Business School.BackgroundBioMoneyZenMoneyZen: The Secret to Finding Your “Enough,” by Manisha ThakorOn My Own Two Feet: A Modern Girl's Guide to Personal Finance, by Manisha Thakor and Sharon KedarGet Financially Naked: How to Talk Money With Your Honey, by Manisha Thakor and Sharon KedarThe Cult of Never EnoughEnough: True Measures of Money, Business, and Life, by Jack BogleFayez SarofimDerek Thompson“Perfectionism Is Increasing, and That's Not Good News,” by Thomas Curran and Andrew P. Hill, Harvard Business Review, Jan. 26, 2018.“Does More Money Correlate With Greater Happiness?” by Michele W. Berger, penntoday.upenn.edu, March 6, 2023.Other“Manisha Thakor: Beware of ‘Junk Personal Finance,'” The Long View podcast, Morningstar.com, July 20, 2021.MoneyzenquizMary LoVerde

Katie Brighton Jones, based in Cheltenham, England, has been a personal trainer for more than 15 years and is also a sports therapist. For more information about Katie: https://www.kbjwellness.co.uk/ Katie is also a triathlete and at the end of June is competing in her first Iron Man in Nice, France. In the event Katie will be raising money for The Little Princess Trust - which provides real hair wigs, free of charge, to children and young people who have lost their own hair through cancer treatment or to other conditions such as Alopecia. The charity is also one of the largest funders of childhood cancer research in the UK. To support Katie's efforts for The Little Princess Trust: https://tinyurl.com/3wh37mva ******************************* For a free mentoring session with Anthony Astbury of The Whole Man Academy: https://go.once.hub.com/wholemanacademy

What is it like to go through life as a man, build a successful career, get married and have kids -  and then come out as a woman in your late 40's? What is it like to experience life from a different gender vantage point? How is your culture creating an environment where diverse people of all backgrounds, such as trans individuals, can do their best work?These are the questions we tackle today with my guest, culture and leadership consultant Cori Lovejoy. In October of 2020, Cori came out as a transgender woman and took a sabbatical to focus on her transition. Now, she is dedicating the next phase of her work to helping leaders create organizational cultures that are inclusive, diverse, equitable, welcoming, and ultimately more compassionate. She is motivated by a deep conviction that workplace cultures can contribute to employee well-being while achieving maximum organizational effectiveness and impact.Today Cori shares her personal journey to coming out as trans, how it has impacted her life, and what she learned about white male privilege and how differently men and women are treated. We also share the important work your leaders and organization can do to create a more inclusive culture where smart, talented people in underrepresented groups can contribute fully to your success.  Take a listen but first a trigger warning: We discuss the topics of suicide, addiction, and eating disorders in this episode. If you're facing mental health issues or thoughts of suicide, please dial 988 in the US or reach out for mental health services in your country.  Please take care of yourself. Key Takeaways:Everybody has their own story, their own journey, and their own challenges. It is not for us to judge what others are going through, regardless of their stage of life.The way men and women are perceived in society is different. With the same behavior, men are perceived as assertive, women are perceived as aggressive. In most cases, this is unconscious bias, but it is happening every day.Respect is the key. Use people's correct pronouns, affirm their gender identity, and trust that they know who they are. Learning to love yourself unconditionally, whether trans or cis, is a common human experience.  "Proximity, perspective taking, and personal work will unearth these biases, and make the unconscious biases conscious. And that takes a lot of introspection and personal work." —  Cori Lovejoy About Cori Lovejoy , Culture and Leadership ConsultantIn October of 2020, Cori came out as a transgender woman and took a sabbatical to focus on her transition. Now, she is dedicating the next phase of her work to helping leaders create organizational cultures that are inclusive, diverse, equitable, welcoming, and ultimately more compassionate. She is motivated by a deep conviction that workplace cultures can contribute to employee well-being while achieving maximum organizational effectiveness and impact.As Director of Compassion for Brighton Jones, a wealth management company based in the Pacific Northwest of the US, Cori designed and led the company's Mindfulness-based Emotional and Social Intelligence (MESI) program, established to support employees in becoming more compassionate through training in mindfulness, self-awareness, empathy, and compassion. Cori also led MESI workshops for other companies, local non-profits, as well as Brighton Jones clients. In addition, she co-founded and organized the Compassionate Leadership Summit, an annual conference centered on compassion and mindfulness that grew to over 500 participants and 50 presenters in less than two years, and she taught a course in Compassionate Leadership at Washington State University as a Teaching Associate Professor.Before joining Brighton Jones in 2015, Cori spent over 15 years in various leadership roles within the wealth management industry and then several years as an independent leadership coach and organizational development consultant. She holds an MBA in wealth management and an MA in organizational leadership.Connect with Cori LovejoyLinkedIn: https://www.linkedin.com/in/corilovejoyFacebook: https://www.facebook.com/cory.custer.75Instagram: https://www.instagram.com/cori.lovejoy/Resources MentionedThe Empathy Edge podcast, Cori's past interview (as Cory Custer) How a Compassionate Culture Leads to SuccessPaula Stone Williams, TEDx talk: I've Lived as a Man and Woman. Here's What I've Learned Don't forget to download your free guide! Discover The 5 Business Benefits of Empathy: http://red-slice.com/business-benefits-empathy  Connect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria and her work: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossTake my LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaTwitter: @redsliceFacebook: Red Slice

What is it like to go through life as a man, build a successful career, get married and have kids -  and then come out as a woman in your late 40's? What is it like to experience life from a different gender vantage point? How is your culture creating an environment where diverse people of all backgrounds, such as trans individuals, can do their best work?These are the questions we tackle today with my guest, culture and leadership consultant Cori Lovejoy. In October of 2020, Cori came out as a transgender woman and took a sabbatical to focus on her transition. Now, she is dedicating the next phase of her work to helping leaders create organizational cultures that are inclusive, diverse, equitable, welcoming, and ultimately more compassionate. She is motivated by a deep conviction that workplace cultures can contribute to employee well-being while achieving maximum organizational effectiveness and impact.Today Cori shares her personal journey to coming out as trans, how it has impacted her life, and what she learned about white male privilege and how differently men and women are treated. We also share the important work your leaders and organization can do to create a more inclusive culture where smart, talented people in underrepresented groups can contribute fully to your success.  Take a listen but first a trigger warning: We discuss the topics of suicide, addiction, and eating disorders in this episode. If you're facing mental health issues or thoughts of suicide, please dial 988 in the US or reach out for mental health services in your country.  Please take care of yourself. Key Takeaways:Everybody has their own story, their own journey, and their own challenges. It is not for us to judge what others are going through, regardless of their stage of life.The way men and women are perceived in society is different. With the same behavior, men are perceived as assertive, women are perceived as aggressive. In most cases, this is unconscious bias, but it is happening every day.Respect is the key. Use people's correct pronouns, affirm their gender identity, and trust that they know who they are. Learning to love yourself unconditionally, whether trans or cis, is a common human experience.  "Proximity, perspective taking, and personal work will unearth these biases, and make the unconscious biases conscious. And that takes a lot of introspection and personal work." —  Cori Lovejoy About Cori Lovejoy , Culture and Leadership ConsultantIn October of 2020, Cori came out as a transgender woman and took a sabbatical to focus on her transition. Now, she is dedicating the next phase of her work to helping leaders create organizational cultures that are inclusive, diverse, equitable, welcoming, and ultimately more compassionate. She is motivated by a deep conviction that workplace cultures can contribute to employee well-being while achieving maximum organizational effectiveness and impact.As Director of Compassion for Brighton Jones, a wealth management company based in the Pacific Northwest of the US, Cori designed and led the company's Mindfulness-based Emotional and Social Intelligence (MESI) program, established to support employees in becoming more compassionate through training in mindfulness, self-awareness, empathy, and compassion. Cori also led MESI workshops for other companies, local non-profits, as well as Brighton Jones clients. In addition, she co-founded and organized the Compassionate Leadership Summit, an annual conference centered on compassion and mindfulness that grew to over 500 participants and 50 presenters in less than two years, and she taught a course in Compassionate Leadership at Washington State University as a Teaching Associate Professor.Before joining Brighton Jones in 2015, Cori spent over 15 years in various leadership roles within the wealth management industry and then several years as an independent leadership coach and organizational development consultant. She holds an MBA in wealth management and an MA in organizational leadership.Connect with Cori LovejoyLinkedIn: https://www.linkedin.com/in/corilovejoyFacebook: https://www.facebook.com/cory.custer.75Instagram: https://www.instagram.com/cori.lovejoy/Resources MentionedThe Empathy Edge podcast, Cori's past interview (as Cory Custer) How a Compassionate Culture Leads to SuccessPaula Stone Williams, TEDx talk: I've Lived as a Man and Woman. Here's What I've Learned Don't forget to download your free guide! Discover The 5 Business Benefits of Empathy: http://red-slice.com/business-benefits-empathy  Connect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria and her work: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossTake my LinkedIn Learning Course! Leading with EmpathyLinkedIn: Maria RossInstagram: @redslicemariaTwitter: @redsliceFacebook: Red Slice

As part of our AI for CMOs series sponsored by Persado, Paul Roetzer is interviewing CMOs paving the way in onboarding and scaling AI-powered technologies in their marketing. In this first episode in the series, Paul sits down with John Dougherty, Chief Marketing Officer at Brighton Jones. John's role spans audience segmentation, automation, branding, digital media, events, messaging, inbound marketing, demand generation, and ROI. He develops the marketing vision and strategy with the support of his martech stack. Leaning on his agency experience, John views his business development team and business segments as “clients,” and focuses on providing the assets and tools needed for each to accomplish their goals. Improving marketing through the use of AI-powered tech opens up opportunities for John and his team to build and nurture and community through unique relationships with their customers.

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of Brighton Jones. Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM. Brighton Jones was founded in 2000 and currently has 225 employees. They are headquartered in Seattle, Washington and manage $8.5B in AUM. Matt, Jason, and Tom discuss how operations plays a key role in firm growth, client experience, and much more, including: An overview of each firm, including how each guests’ role fits into their overall firm structure Our guests tackle the “Sales vs. Operations” divide in the industry KPIs each guests calculate to gauge the health of their organization How to create actionable steps from those KPIs and implement them in a firm Where both guests see the industry trending in the next 18 months We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.

For our first episode of the new year, Matt welcomes two highly accomplished guests: Jason Mirabella, Chief Platform Officer of Wealthsource Partners, and Tom Preston, Director of Client Service of Brighton Jones. Founded in 2009, Wealthsource Partners is headquartered in San Luis Obispo, California, has 35 employees and manages $1.8B in AUM. Brighton Jones was founded in 2000 and currently has 225 employees. They are headquartered in Seattle, Washington and manage $8.5B in AUM. Matt, Jason, and Tom discuss how operations plays a key role in firm growth, client experience, and much more, including: An overview of each firm, including how each guests’ role fits into their overall firm structure Our guests tackle the “Sales vs. Operations” divide in the industry KPIs each guests calculate to gauge the health of their organization How to create actionable steps from those KPIs and implement them in a firm Where both guests see the industry trending in the next 18 months We hope you enjoy, share, and subscribe! You can listen and subscribe on Google Podcasts, Apple Podcasts, or Spotify. Sign up here to be notified of new practice management content added to our blog on a regular basis.

This week's episode follows up on our popular Women & Wealth Salon hosted by Coco Brown, CEO of Athena Alliance. The Salon features Tama Smith, a financial planning advisor with Brighton Jones and founder of their Women Living a Richer Life division, and Manisha Thakor, author of Get Financially Naked: How to Talk Money with Your Honey. This episode explores tips to ensure you're exercising financial stewardship with your children, parents, and community. Learn how to ensure your kids don't boomerang back, your parents don't get swindled, and how to look at the financial efficiency of the nonprofits you intend to give to. Plus, learn what resources are available to help you figure out how to best steward your money through kids, parents, and charitable giving.

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.

Will More Money Make Life Better? Encore Episode This episode is one of the Top 9 Most Popular Breaking Money Silence® podcasts. Join me as I interview Manisha Thakor, a nationally renowned financial literacy advocate for women and author, about the myth that having more money will make life better. The first in our Breaking Money Silence® on Women, Money, and Power Series, Manisha shares her personal struggle to balance her health with her quest for money and power. Listen in and learn the importance of finding true wealth, or as Manisha likes to say, “True WELLth.” Manisha mentioned a few books and her podcast during her interview. Here is more information on these resources: Michael F. Kay, CFP® is President Financial Life Focus, The Feel Rich Project. Listen to my Breaking Money Silence® interview with Michael here.Julia Cameron, author of The Artist's Way at WorkTrue WELLth podcast – click here to listen. Manisha Thakor is Vice President of Financial Wellbeing at the Seattle-based wealth management firm, Brighton Jones and host of the True WELLth podcast. Her mission is to help clients “Live A Richer Life” – literally and figuratively. Manisha is the co-author of two critically acclaimed personal finance books: On My Own Two Feet: A Modern Girl's Guide to Personal Finance and Get Financially Naked: How to Talk Money with Your Honey. She serves on the board of The National Endowment for Financial Education, sits on Faculty at The Omega Institute, and her works have appeared on The Today Show, Rachel Ray, The New York Times, The Boston Globe, The Los Angeles Times, Real Simple, Women's Day, Glamour, Marie Claire, Cosmopolitan and Women's Health, to name just a few. Manisha Thakor, CFA, CFP®, is a nationally renowned financial literacy advocate for women and the founder of the financial education consultancy, MoneyZen, LLC.  Manisha earned her MBA from Harvard Business School and her BA from Wellesley College.  She is also a CFA charterholder and CFP® practitioner. She currently lives in Portland, OR, where she revels in the Third Wave Coffee scene and the stunning beauty of the Pacific Northwest. Show Notes: Learn more about Manisha Thakor Twitter LinkedIn Facebook  Instagram Financial Well-Being course .et_bloom .et_bloom_optin_1 .et_bloom_form_content { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container .et_bloom_form_header { background-color: #146a7d !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_fields i { color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content .et_bloom_custom_field_radio i:before { background: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_content button { background-color: #f58023 !important; } .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container h2 strong { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; }.et_bloom .et_bloom_optin_1 .et_bloom_form_container p, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p span, .et_bloom .et_bloom_optin_1 .et_bloom_form_container p strong, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form input, .et_bloom .et_bloom_optin_1 .et_bloom_form_container form button span { font-family: "Open Sans", Helvetica, Arial, Lucida, sans-serif; } Submit your question for the Breaking Money Silence® Podcast!

Our guest on the podcast today is author and financial educator, Manisha Thakor. Manisha is founder of MoneyZen, a financial education consultancy. She's also the coauthor of two books with Sharon Kedar: On My Own Two Feet, published in 2007 and updated in 2013, and Get Financially Naked, which came out in 2009. Prior to founding MoneyZen, Manisha was vice president of financial well-being at Brighton Jones. Before that she was director of wealth strategies for women at Buckingham Strategic Wealth. Earlier in her career, Manisha held positions at several investment management firms, including Fayez Sarofim, Sands Capital Management, and Atalanta/Sosnoff Capital. Manisha is a chartered financial analyst and a certified financial planner. She received her bachelor's degree in American Studies from Wellesley College and her MBA from Harvard Business School.BackgroundBioMoneyZenOn My Own Two Feet: A Modern Girl's Guide to Personal Finance, by Manisha Thakor and Sharon Kedar.Get Financially Naked: How to Talk Money With Your Honey, by Manisha Thakor and Sharon Kedar.Women in Investing/Financial Planning“The White House Report on Women: 3 Surprising Insights,” by Manisha Thakor, moneyzen.com, March 8, 2011.“Women Are Quitting: How We Can Curb the ‘She-Cession' and Support Working Women,” by Margie Warrell, forbes.com, Jan. 26, 2021.“The 5 Most Common Mistakes Investors Make,” by Manisha Thakor, moneyzen.com, Oct. 7, 2013.“Growing Up Comfortable With Money,” by Candice Helfand-Rogers, thestoryexchange.org, June 5, 2014.Financial Wellness in Younger Generations and Couples“The Worst Financial Advice to Give to a College Grad,” by Manisha Thakor, wsj.com, June 18, 2015.“Gen X & Gen Y--Dialing Financial 911,” by Manisha Thakor, moneyzen.com, Sept. 29, 2010.“Priceless Financial Advice For Recent Graduates,” by Manisha Thakor, feminist.com.“The Math Behind a Pricey College Degree,” by Manisha Thakor, wsj.com, April 16, 2014.“Don't Buy a Property Before Saying ‘I Do',” by Manisha Thakor, wsj.com, Feb. 12, 2014.All Your Worth: The Ultimate Lifetime Money Plan, by Elizabeth Warren and Amelia Warren Tyagi.“What is the 50/20/30 Budget Rule?” by Eric Whiteside, Investopedia.com, Oct. 29, 2020.“The Beauty of a Budget,” by Manisha Thakor, moneyzen.com, March 18, 2013.“The Quiet Wisdom of Saving,” by Manisha Thakor, moneyzen.com, Dec. 8, 2011.“Manisha Thakor on Managing Money in Uncertain Times,” by Kathleen Harris, thecru.com, April 10, 2020.“Teresa Ghilarducci: To Fix Retirement, Expand Social Security,” The Long View Podcast, Morningstar.com, May 19, 2021.Your Money or Your Life: 9 Steps to Transforming Your Relationship With Money and Achieving Financial Independence, by Vicki Robin and Joe Dominguez.“The Marriage of Love & Money: How to Protect Yourself From Financial Heartbreak,” by Manisha Thakor, moneyzen, May 6, 2013.“How to Become a Financially Compatible Couple,” by Manisha Thakor, wsj.com, Feb. 13, 2015.Financial Advice“Finding the Right Advisor: It's Complicated,” by Jim Pavia, cnbc.com, Jan. 15, 2015.“Reboot Your Finances: A 3-Part Workshop for Women,” with Manisha Thakor, eomega.org.EllevestBettermentXY Planning NetworkMental Health“Slow Down to Do More: ‘Enjoy Life' With Manisha Thakor,” by Ben Ari, thriveglobal.com, April 24, 2020.“Walking the Tightrope Between Workaholism and Mental Health,” mmlafleur.com, April 5, 2019.

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.

Clayton Boone is a lead financial advisor at Brighton Jones. He explains what "vocational freedom" is and how we can reach it. You can find him on LinkedIn.

In episode 33, you will hear my first ever in-person "live" episode with the CEO of Brighton Jones, Jon Jones.  This episode was so fun to record as we went off-script in a hurry and had a deep conversation about life, humility, vulnerability, and the impact of listening.  The time flew by and given how alike Jon and I are, we could've spent another 3 hours recording!  Kidding aside, Jon shares a lot of great wisdom for dads out there looking to be more involved with their kids and ways to also engage in great conversation.Later in the episode, Jon and I would talk about the year-long sabbatical that he and his family took all over the world.  What an amazing experience! Jon is a huge WSU Cougar and supports the University in many ways still to this day!  He is also on the board of Positive Coaching Alliance (PCA).Thank you to Catch Sitka Seafoods for their continued support and sponsorship of The QB DadCast!  Please visit them at their website (linked above) to receive a 15% discount by using promo code QBDADAK at checkout!!!  If you're looking for great recipes and amazing, FRESH fish, then you must check them out!  They are a small business hit by the COVID-19 pandemic and it would mean the world to me if you could support them by ordering some of the best fish you will EVER eat!!!!We also thank Chris Rohrbach from Hughes Marino who has stepped up to sponsor The QB DadCast too!   Hughes Marino is an award-winning commercial real estate company specializing in helping companies develop strategic solutions for all of their real estate needs. Hughes Marino's unique approach of only representing tenants and buyers removes any conflicts of interest that can arise during the leasing and disposition process. Hughes Marino was built on culture and core values and their approach aligns well with my personal values and what the QB DadCast stands for. Vice President Chris Rohrbach focuses on tenant representation in the greater Puget Sound area. Email him at chris@hughesmarino.com or find him on LinkedIn to discuss how he and his team can help you with your real estate needsCatch Sitka Seafoods Use promo code TAKE15 at checkout for a 15% discount on the BEST FISH EVER!Hughes Marino Hughes Marino is an award-winning commercial real estate company specializing in helping companies d

In this episode, Maria and Cory discuss:What a compassionate culture looks like and finding the passion in compassion. What a Director of Compassion is and how that benefits an organization. How you can hire for empathy so that a compassionate culture can take root. Key Takeaways:Empathy and compassion are innate to humans and can always be improved, even if they were conditioned out of us. It's so clear that this is our natural state, and we need to get back to it.Younger talent generations are demanding a compassionate culture and environment in their workplace. Top talent won't settle for less.The technical stuff at any job, at the end of the day, is a commodity. People who are willing to be vulnerable and have a continuous growth mindset are really what make an organization strong with a culture of empathy. That secret sauce is the brilliance with the human heart. "In a compassionate environment, in a compassionate workplace, you're free to show up as a whole human and then the expectation is that this is how we're going to relate to each other as human beings with all of the messiness that comes with that." —  Cory Custer About Cory Custer: Cory leads the Mindfulness-based Emotional and Social Intelligence (MESI) program at Brighton Jones (and may very well be the world's first Director of Compassion).  MESI is designed to help people become wiser and more compassionate through training in mindfulness, self-awareness, empathy, and compassion. Cory also leads MESI workshops for Brighton Jones clients and well as local non-profits, and he teaches a course in Compassionate Leadership at Washington State University as an adjunction faculty member.Before joining Brighton Jones in 2015, Cory spent over 15 years in various leadership roles within the wealth management industry and then several years as an independent leadership coach and organizational development consultant. He holds an MBA in wealth management and an MA in organizational leadership. Cory lives in Seattle with his wife and two children.  Connect with Cory Custer:  LinkedIn: Cory D. CusterWebsite: BrightonJones.comMore on MESI: BrightonJones.com/MESI  Connect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria's brand strategy work and books: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossLinkedIn: Maria RossInstagram: @redslicemariaTwitter: @redsliceFacebook: Red Slice

In this episode, Maria and Cory discuss:What a compassionate culture looks like and finding the passion in compassion. What a Director of Compassion is and how that benefits an organization. How you can hire for empathy so that a compassionate culture can take root. Key Takeaways:Empathy and compassion are innate to humans and can always be improved, even if they were conditioned out of us. It's so clear that this is our natural state, and we need to get back to it.Younger talent generations are demanding a compassionate culture and environment in their workplace. Top talent won't settle for less.The technical stuff at any job, at the end of the day, is a commodity. People who are willing to be vulnerable and have a continuous growth mindset are really what make an organization strong with a culture of empathy. That secret sauce is the brilliance with the human heart. "In a compassionate environment, in a compassionate workplace, you're free to show up as a whole human and then the expectation is that this is how we're going to relate to each other as human beings with all of the messiness that comes with that." —  Cory Custer About Cory Custer: Cory leads the Mindfulness-based Emotional and Social Intelligence (MESI) program at Brighton Jones (and may very well be the world's first Director of Compassion).  MESI is designed to help people become wiser and more compassionate through training in mindfulness, self-awareness, empathy, and compassion. Cory also leads MESI workshops for Brighton Jones clients and well as local non-profits, and he teaches a course in Compassionate Leadership at Washington State University as an adjunction faculty member.Before joining Brighton Jones in 2015, Cory spent over 15 years in various leadership roles within the wealth management industry and then several years as an independent leadership coach and organizational development consultant. He holds an MBA in wealth management and an MA in organizational leadership. Cory lives in Seattle with his wife and two children.  Connect with Cory Custer:  LinkedIn: Cory D. CusterWebsite: BrightonJones.comMore on MESI: BrightonJones.com/MESI  Connect with Maria: Get the podcast and book: TheEmpathyEdge.comLearn more about Maria's brand strategy work and books: Red-Slice.comHire Maria to speak at your next event: Red-Slice.com/Speaker-Maria-RossLinkedIn: Maria RossInstagram: @redslicemariaTwitter: @redsliceFacebook: Red Slice

How the f**k did Jed Collins go from the NFL to writing his own book about financial literacy? Today we’re talking with Jed about his journey from football to finance and all the lessons he learned along the way. Jed left Washington State University with an accounting degree in 2007. Unlike most of his business school classmates, Jed took that degree to go play seven years in the NFL. After he spent some time as a CFP, he realized that he wanted to do more to help the majority, not just the top 1 percent. Today, Jed is the Director of Financial Education program Rookie to Veteran, Brighton Jones and the author of the book, Your Money Vehicle. So what did Jed learn from his multiple position changes throughout his football career? And what was Mark Sanchez like in high school?

I sit down with Nick Glant, founder of NWG-Compass Northwest and Matt Mormino, Senior Advisor with Brighton Jones, to discuss financial planning and strategies for real estate professionals. We explore techniques that agents and brokers can use as part of their financial journey and how to best plan for uncertain times.

I sit down with Nick Glant, founder of NWG-Compass Northwest and Matt Mormino, Senior Advisor with Brighton Jones, to discuss financial planning and strategies for real estate professionals. We explore techniques that agents and brokers can use as part of their financial journey and how to best plan for uncertain times.

What do a professional football player and a financial planner have in common? As it turns out, the answer is a strong sense of goal orientation, exceptional perseverance, and the ability to reverse-engineer the process of reaching the finish line.  Jedidiah Collins' eclectic story began with a record-breaking stint in college football at Washington State, followed by 8 years in the NFL, much of which was spent with the Saints. The wealth of knowledge and strategy he gained there unexpectedly carried over to a financial planning career with industry giant Brighton Jones. Ever evolving, Jedidiah got involved with speaking and went on to start the Rookie to Veteran podcast, where he dedicates himself to teaching others the ins and outs of financial fitness.   On this episode of the Rigging the Game podcast, Dan and Jedidiah share insights on topics ranging from the lessons we can take from Drew Brees' practice rituals, how journaling connects you to both your loved ones and yourself, and the critical importance of beginning with the end in mind. What You'll Learn  How incremental gains add up to a lofty goal Why following the process will bring the results to you What Oreos have to do with your spending habits And much more! Favorite Quote “I can steal inches daily. And that's how I'm truly going to add up and get to the ultimate objective, is by identifying, where are those marginal gains I can go and get?” - Jedidiah Collins Connect with Jedidiah Collins:    LinkedIn  Instagram  Rookie to Veteran Podcast   How to get involved Visit Dan Nicholson's website - Nth Degree CPA's and the Rigging The Game to learn how he helps small business owners cultivate good accounting and tax practices to achieve their financial goals. To rig the game to win and to set the outcomes that you want in life and business. Enjoyed the Podcast? Be sure to subscribe on iTunes and leave a review. We love to hear your feedback and we'd love for you to help us spread the word!

Join me as I interview Manisha Thakor, a nationally renowned financial literacy advocate for women and author, about the myth that having more money will make life better. The first in our Breaking Money Silence® on Women, Money, and Power Series, Manisha shares her personal struggle to balance her health with her quest for money and power. Listen in and learn the importance of finding true wealth, or as Manisha likes to say, “True WELLth.” Show Notes: Manisha mentioned a few books and her podcast during her interview. Here is more information on these resources: Michael F. Kay, CFP® is President Financial Life Focus, The Feel Rich Project. Listen to my Breaking Money Silence® interview with Michael here. Julia Cameron, author of The Artist's Way at Work True WELLth podcast - click here to listen. Manisha Thakor is Vice President of Financial Wellbeing at the Seattle-based wealth management firm, Brighton Jones and host of the True WELLth podcast. Her mission is to help clients “Live A Richer Life” – literally and figuratively. Manisha is the co-author of two critically acclaimed personal finance books: On My Own Two Feet: A Modern Girl’s Guide to Personal Finance and Get Financially Naked: How to Talk Money with Your Honey. She serves on the board of The National Endowment for Financial Education, sits on Faculty at The Omega Institute, and her works have appeared on The Today Show, Rachel Ray, The New York Times, The Boston Globe, The Los Angeles Times, Real Simple, Women’s Day, Glamour, Marie Claire, Cosmopolitan and Women’s Health, to name just a few. Manisha earned her MBA from Harvard Business School in 1997 and her BA from Wellesley College in 1992. She is also a CFA charterholder and CFP® practitioner. She currently lives in Portland, OR, where she revels in the Third Wave Coffee scene and the stunning beauty of the Pacific Northwest. Her website is MoneyZen.com. Breaking Money Silence® Podcast was recorded at Sugarhouse Soundworks, LLC *Disclosure: Please note that the links above may be affiliate links, and at no additional cost to you, I will earn a commission if you decide to make a purchase after clicking through the link.  

Manisha Thakor has been working in the financial services industry for 25 years. She has her MBA from Harvard Business School and did her undergrad at Wellesley College with a year abroad at Oxford.  She started on the institutional side as an analyst, portfolio manager, and client relations executive and build-out and ran a $6 billion separately managed account business. But in 2009 shifted her focus to individuals. Today she is the Vice President of Financial Education at Brighton Jones and the founder of Money Zen a female-centric investment advisory firm. She also has two books, On my own two feet, and get financially naked, and hosts a podcast called the True Wellth Podcast.  She is visiting faculty at both The Omega Institute and IIN and sits on the board for The National Endowment for Financial Education and is a founding member of the Portland-based women’s charitable giving group 99 girlfriends.   How your finances and nutrition are connected  Why money is so taboo and how we can change that Why focusing on financial health for women is different than men What the 50/30/20 rule is  What an “f you fund” is  Why money is the leading cause of stress  How our childhood impacts our relationship with money  Allocation of our scarce resources - money and time  What socially responsible investing is  Balancing fun and savings Manisha's Website: www.moneyzen.com

The financial system was not created to serve women. It’s so important for us to have a seat at the table and start having conversations about money, no matter how much you make. In fact, women couldn’t even open up a bank account on their own until the 1970s. Ladies, that was not so long ago. Katie Randall is here to break it down and make the topic about money less intimidating. We quickly became friends as we connected over the importance of mindset, living in our values, and sharing our travel stories. Talking to her about money was so much easier than googling anything about financial planning, she broke everything down to sizable, easy to comprehend vocab that I could actually understand. This financial advisor at Brighton Jones is passionate about raising the awareness of changing our money story and planning for our present and future.Find Katie on LinkedinCheck out what she's doing with the fam on InstagramGet more information about Brighton JonesFind Tannya Bernadette on Instagram at @thecloset.edit or online at myclosetedit.com.We’d love to hear what you've learned and want to put into action!Share your thoughts with us below or join our Facebook Page The Struggle is Real

In this episode I connect with Former NFL player, Jed Collins. Jed found his calling in football serving and helping others with the educating themselves around finances. Since his retirement in the NFL, he has now been working for Brighton Jones and is their Director of Financial Education. Jed has an incredible journey and was a blast to have on the show!

Manisha Thakor serves as the vice president of financial education at Brighton Jones, one of the nation’s most innovative and rapidly growing wealth management firms. With the firm’s support, she is launching her trueWELLth podcast in March 2019 that will help people shed the flawed equation that wealth = happiness by giving them tools from a wide range of experts on how to redefine success and craft one’s own definition of trueWELLth. Manisha is a Harvard MBA, CFA, CFP, as well as an author/speaker/teacher with extensive national media experience.

Jed Collins spent seven years in the NFL after graduating from Washington State in 2008. After hanging up the shoulder pads Jed put his accounting degree to use, transferring into the financial world. Now as the Director of Financial Education for Brighton Jones, Collins gets to focus on educating his clients, while also working with NFL teams to provide financial education to help players protect themselves from bad decisions. Find Collins on social media @JedCollins45

As a former NFL player, Jedidiah Collins translates the mindset he learned on the field to other professions, whether it’s technology, sales, or start- ups. He has shared his Rookie to Veteran workshop with groups at Amazon, F5, Glasko Smith Kline, Sotheby's, and the Seattle Seahawks, among others. In his role as director of financial education at Brighton Jones, Jed leads courses in a variety of personal finance topics, including budgeting, investments, tax and estate planning, and risk management. Jed is also the creator of Teach Me Money!, Brighton Jones’ financial education program for teens and young adults. The curriculum empowers young people with the foundational principles of personal finance and the knowledge that everyone can own their future. Jed is a passionate advocate for greater financial awareness and has worked closely with countless students, professionals, and athletes. In addition to his work at Brighton Jones, Jed is an author, speaker, and—most importantly—a husband and father. For more info on Jedidiah- Linked – Jedidiah collins IG – Jed.Collins45 Twitter – JedCollins45 --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app

Manisha Thakor is founder of MoneyZen and VP of Financial Wellbeing at Brighton Jones. Manisha explains how she is one of Portland's best kept secrets even though she has written two books that are huge sellers - one called “Get Financially Naked - how to talk money with your honey” and “On my Own Two Feet - a modern girl’s guide to personal finance” and has been featured over 100 times on CNN, CNBC, Fox News, MSNBC, and many more major media players. In this podcast interview, Manisha is amazing at explaining complex personal finance issues into simple terms and explain the emotions behind why we spend and invest the way we do. She talks about the personal connection to how and why she became so passionate about empowering women in gaining confidence in making sound personal finance decisions. Despite her tremendous financial knowledge and success, Manisha has struggled with bipolar and is now a mental health advocate who was able to somehow “push through” her mental health until being properly diagnosed.

Manisha Thakor is the founder of MoneyZen, a financial literacy and education platform focused on empowering women, and the VP of Financial Wellbeing at Brighton Jones, an independent RIA with $5 billion in assets under management. After following quite a unique path into the industry, Manisha built her own platform to share her message of financial literacy for women through speaking gigs and media appearances—despite being an introvert. In this episode, Manisha shares what it really takes to build a personal finance brand, as well as how she learned to view her introversion as an asset rather than a hindrance. Listen in to learn how she built her confidence, what she wishes she had known earlier, and how she has remained successful by forming relationships, building connections, and relying on the power of being her authentic self. For show notes and more visit: https://www.kitces.com/120 

Cory is the Director of Compassion at Brighton Jones. He discusses his journey to the become the world's first "Director of Compassion," the reactions he receives when people hear his title, and how he leads the M.E.S.I. Program (Mindfulness-based Emotional and Social Intelligence).

I don't know many ex-footballers who have taken on the challenge of helping others with their finances. In this episode, Jed Collins of Brighton Jones comes on to chat with us about his life after professional football, how his firm improves the lives of their clients and what he's doing to push the financial literacy agenda. I recommend that you take out your notebook because his wealth of knowledge is enough to help you begin to get your financial life on track today! You are #YoungMoney. Enjoy!

Guest: Manisha Thakor Age: 48 years Location: Portland, OR Bio: Manisha Thakor serves as the vice president of financial education at Brighton Jones, one of the nation’s most innovative and rapidly growing wealth management firms. With the firm’s support, she is launching her true WELLth podcast in mid-February 2019 that will help people shed the flawed equation that wealth = happiness by giving them tools from a wide range of experts on how to redefine success and craft one’s own definition of true WELLth. Manisha is a Harvard MBA, CFA, CFP, as well as an author/speaker/teacher with extensive national media experience. Visit MoneyZen.com for a full listing of Manisha’s impressive accomplishments over her 25-year career. The World Needs More Of: 1. A more heartfelt, soulful definition of “enough” WOW factor: “Simplicity, Small Joys, Financial Independence.” I wrote this down on a napkin as I was flying back from spending a year abroad studying at Oxford University 1990-1991… reflecting upon what I’d learned and what I wanted to use as the core anchors for my life. 28 years later, those three touchstones remain the same and have helped me at points of confusion, overwhelm or crisis… more easily identify (even from a list of really sub-optimal choices!) what next step would bring me back closer to those guiding principals. Favorite Color: Fuchsia

How long could your business survive without you? For financial advisors, I think that’s really two questions in one. Part one is a question of scale. Part two is a question of how you want to connect with your clients, build a sense of community, and run a modern advisory practice. Brighton Jones is one of the top fee-only wealth management companies in the country, and one of Washington’s 100 Best Companies to Work For seven years in a row. Brighton Jones also placed on Barron’s List of the Top 100 Independent Financial Advisors, and Forbes’ List of the Top 50 Wealth Advisors. And they racked up these accolades, in part, while the CEO was on a year-long jaunt with his family that covered 35 countries. My guest today, Jon Jones, is the CEO of Brighton Jones. We talked about how he prepared his company to run without him for a year, why financial advisors should put more focus on revenue and less on AUM, and how his firm divides up responsibilities between business development and advising clients to achieve scale without sacrificing the Life-Centered Planning experience.

Guests Jon Jones of Brighton Jones and Fidelity's Gwendaline Mazzara join host Marc Squires to discuss how engaging in thoughtful digital marketing and active client segmentation may provide opportunities to attract more planning clients.