Why So Many Edward Jones Advisors Are Quietly Exploring Their Options
Are you an Edward Jones advisor exploring your options or simply wondering what’s really happening in the marketplace?
Over the last 15+ years, I’ve worked with hundreds of Edward Jones advisors who were evaluating whether to stay, move to another broker-dealer, or transition to independence. In this video, I share what I’ve learned from helping nearly 1,000 financial advisors make major career moves, including:
• Where your colleagues are actually going (and why)
• What advisors really gain after leaving
• What some say they miss?
• How much of your book you can realistically expect to retain (%)?
• The best timing strategies around bonuses
• How to build a powerful launch-day marketing strategy
• Legal best practices when making a move
• What advisors wish they knew before transitioning
If you’re even considering a change, this video could save you months of confusion and potentially hundreds of thousands of dollars in mistakes.
If you’re considering a transition and want clarity before you start taking meetings, this video will give you an inside look at how we approach the process.
I’ve helped nearly 1,000 advisors objectively evaluate broker-dealers and RIAs, and avoid costly mistakes during transitions. If you’re thinking about breaking away, merging, or simply want to understand your real economics, this video will save you time and money.
If you’re a high-performing financial advisor or team that could use the non-bias help of one of the industry’s most experienced transition consultants, please reach out to me. My services cost you nothing.
I hope this helps. Thanks for watching!
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Spotify Podcast: https://open.spotify.com/show/278IpmwyIWbyGoos4InCOV?si=3146e811274d4fd5
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Contact & connect with me:
Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/coreywalen
Website: https://www.coreywalen.com
Corey Walen, Managing Partner
Bridgemark Strategies
