The Edward Jones Transition You Don't Want to Miss, One Of The Largest Transitions Ever!
Автор: Firm Transitions Podcast With Corey Walen
Загружено: 2024-12-03
Просмотров: 1973
"My mind was blown!"
This is an incredible and informative conversation with Russell Riggan who at the time was the largest former Edward Jones advisor to transition to independence ever!
We sat down for an in-depth conversation about his experience at Edward Jones and his journey making the transition to independence.
• It was mind blowing, the little environment and ecosystem that I was thinking was "all there was"
• Once I saw what was available on the outside my mind was racing
• The tipping point was a no-brainer: "Am I doing right by my family?"
• The transition day was one of the darkest days of my life
• Clients will humble you
I hope this video is helpful to any Edward Jones advisor who's considering or has considered a transition. Willard gets honest and shares everything, pros, cons, and everything in between.
#FATransition #coreywalen #financialadvisor #independentadvisor #edwardjones #raymondjames
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Contact & connect with me:
Call or Text: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: / corey-wal. .
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Website: https://www.coreywalen.com
Thanks for watching!
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