51 min
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth The Diamond Podcast for Financial Advisors
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- Karriär
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.
51 min