I spent my first 20 years at Edward Jones avoiding calls from recruiters; I thought I would never leave. I reached a point in my career where I realized I no longer looked forward to going into the office and it was time for a fresh start.
Corey coached me through figuring out what I really wanted, which was to bring more value and resources to my clients and own an independent practice.
His knowledge of the industry and experience in transitions was incredibly valuable. I learned a lot from his videos, especially hearing from others advisors who left Edward Jones.
He helped me narrow my search and guided me through how to perform due diligence on my top options. I am so grateful for his wisdom in making this major life decision; I have no regrets about my move or the entire process.
I don’t expect to ever do this again, but if the need ever arose I would certainly call Corey!
