Why We Left Edward Jones? What Changed & What We’d Do Differently
What changes when financial advisors leave a familiar firm to build a business around their own vision?
One year after leaving Edward Jones and launching their independent practice with Raymond James in Hawaii, Josh and Shannon join me for a informative conversation about their experience.
They spent years at Edward Jones and candidly explain what prompted them to explore alternatives, how they approached due diligence, and what ultimately gave them the confidence to move.
• Why their shared office arrangement fell short of the autonomy they envisioned.
• How independence changed their approach to marketing, technology, investment capabilities, and client service.
• Their experience with client relationships, referrals, and business growth during the first year.
• Their three-part transition framework: stabilize, build, and grow.
• What they would do differently and why Josh wishes he had explored his options sooner.
We also discuss different ways to structure independence, including joining an established office and drawing on outside resources.
For advisors considering a transition, this conversation offers a firsthand perspective on evaluating your options and building a practice that fits your clients, your goals, and your vision.
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Subscribe: https://www.youtube.com/channel/UC2-A82CiACaopNFmDA87uhQ
Apple Podcast: https://podcasts.apple.com/us/podcast/firm-transitions-with-corey-walen/id1672117664
Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
LinkedIn Newsletter: https://www.linkedin.com/newsletters/firm-transition-insights-7039226694691426304/
Website: https://www.coreywalen.com
Thanks for watching!
