Business Before Technology

Episode 1 - TJ Jones of Gamble Jones Investment Counsel

Episode 1 - How to Run a Successful RIA with TJ Jones of Gamble Jones Investment Counsel

Release Date: August 31, 2019

TJ Jones - headshotIn our inaugural episode, we tap into the mind of TJ Jones, the V.P. of Operations of Gamble Jones Investment Counsel, one of the oldest and most reputable Registered Investment Advisors in Pasadena - and one of FPA's oldest clients.

We spend some time with TJ diving in to how he and his leadership team run the company, what some of their key initiatives have been, what they've been doing to achieve these initiatives, and what some of the technology looks like that they use to run their firm. He gets into some pretty great detail about the speedbumps of implementing their CRM system as well as the migration of their Portfolio Management System from Advent APX to Envestnet Tamarac.

Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business.

Here are some of the highlights:

[07:00] TJ's role in helping GJIC to grow AUM (Assets Under Management) while reducing headcount
[11:00] Key components for growth
[13:00] Why GJIC wanted to scale and what they did to do this
[14:30] Building a Strategic Plan
[17:30]  What are their strategic goals?
[23:30] Staffing and retention
[29:00] Changing Portfolio Management and Customer Relationship Management systems (Advent APX, Tamarac, and MS-Dynamics)
[35:00] Driving the change and what the transition looked like
[42:30] What are their next big initiatives (document management, VoIP, etc.)?
[45:00] How they stay ahead of the curve
[47:00] TJ's thoughts on cybersecurity
[52:00] What keeps TJ up at night?
[55:00] How TJ worked with his Leadership Team around increasing their approach to cybersecurity
[59:30] Leveraging their technology footprint as a unique selling proposition







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