Joseph Griffin’s leadership style could be categorized as visionary, creating an environment that encourages the development and implementation of actionable strategies that drive positioning and profitability.
This is demonstrated by measurable results. Joseph’s tenure at TrueNorth Wealth has been a period of unprecedented growth, in which new Assets Under Management (AUM) increased 62% year-over-year. The anticipation and mitigation of risk are hallmarks of this as well. Joseph firmly believes that delivering a clear, definable level of service to existing business is an extremely effective hedge against declines, as well as a strong revenue growth matrix. This is evidenced by TrueNorth Wealth’s traditional 96% client retention rate (in an industry where 70% is a common average).
Surprising to many is his six year rise from Director to President/COO at a company with more than $400MM under management. But it’s not surprising to colleagues, who experience his big-picture, hands on deportment. Before TrueNorth Wealth, Joseph worked in sales and real estate, leading teams that regularly exceeded sales projections. He holds a Utah Real Estate License, and loves the Financial Planning industry.
Joseph is married with three children, and enjoys the outdoors, especially if it involves mountain biking, camping, and/or boating. He’s a believer in self-improvement, avidly competes in triathlons, but also enjoys quiet time with his family as well.