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.

Resources In Today's Episode: