Compliance ‘Adverse’ [Episode 285]
What You'll Learn In Today's Episode:
- Don’t dismiss the success of larger firms like Edward Jones; instead, learn from their strategies
- Be intentional and willing to work hard to achieve success
- Surround yourself with people who push you to achieve more
- Be open-minded and willing to adapt your practice to achieve greater success
Ever wondered how the big players in financial services got to where they are? Matt and Micah dive deep into the secret behind Edward Jones’ remarkable success story – and why independent advisors should be taking notes instead of throwing shade. They challenge the common “David vs. Goliath” mindset that often leads independent advisors to dismiss larger firms’ achievements and reveal how Edward Jones’ strategic playbook can be adapted for independent practice success.
Listen in as they explore the often-overlooked truth about building a thriving advisory practice: it’s not just about working harder but working smarter with intentionality.
Recommended Podcast
The S-Corp Advantage: What You Need to Know with Guest Catherine Tindall [Episode 303]
Mastering tax strategies for financial advisors.
See More
