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From Edward Jones to $2 Billion: How Cedarwood is Proving What's Possible in Independence
Manage episode 518161650 series 3565060
Shelby Nicholl द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Shelby Nicholl या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।
You may have seen the headlines: the largest advisor group to ever exit Edward Jones — nine advisors, nearly $1 billion in AUM, and a bold move to independence.
This group embodies something we see again and again: when advisors succeed in a captive environment, they often thrive — wildly — in independence.
In this episode, host Shelby Nicholl sits down with Dylan Ripley and Todd Vincent, co-founders of Cedarwood Financial Partners, to talk about what happened after the breakaway. They share how they built a fast-growing $2 billion firm, how they thinking about scale, culture, and long-term durability — and a few raw lessons from their group’s newsworthy exit.
In this episode:
- What it takes to build a 100-year firm
- The cultural glue behind a thriving advisor team
- Lessons learned from rapid growth
- Why the real story begins after the breakaway
If you’re building, leading, or even imagining what your next chapter could be, this conversation is a powerful look at what’s possible in independence.
Learn more at MurielConsulting.com
www.murielconsulting.com
Produced by Shelby Nicholl.
Edited by Aaron Sherman.
Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU
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