Business
In 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 their migration of the Portfolio Management System from APX to Tamarac. Whether you're an RIA or not, there's some seriously valuable nuggets in here that would help anyone running a small business.