My Experience Leaving Edward Jones – Firm Transitions with Seth Liskey скачать в хорошем качестве

My Experience Leaving Edward Jones – Firm Transitions with Seth Liskey

Episode 010 of the Firm Transitions podcast features Seth Liskey, Financial Advisor & Founder of Middlebrook Wealth. On this episode Seth Liskey, a former level 10 Edward Jones advisor, describes his experience leaving Edward Jones. • Nobody leaves for one reason, they leave for 10 • I regret not leaving 4-5 years earlier • "I'm a CFP® and I couldn't use the word: Planner" • Independence has allowed me to find the best programs, models, CRMs, and marketing resources that I didn’t have access to at EJ. These firms try to build all of this stuff in house and there are just so many better options out there. • How did your clients react when you decided to leave EJ? • Does the brand matter? #FATransition #CoreyWalen #financialadvisor #edwardjones ---- ► Useful? Subscribe:    / @coreywalen   Apple Podcast: https://podcasts.apple.com/us/podcast... Spotify Podcast: https://open.spotify.com/show/278Ipmw... ---- Contact & connect with me: Text: (908) 902 4903 Meet: https://calendly.com/coreywalen LinkedIn:   / corey-walen-22a76325   Thanks for watching!