The Perfect RIA From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets
Dec 6, 2024
Discover how Edward Jones built a $2.1 trillion empire while keeping its secrets close. Learn the importance of mindset and the art of year-end planning. The discussion challenges the notion of the 150-client ceiling, urging financial advisors to think bigger and smarter. Plus, tips to convert prospects into clients faster than you can say 'compliance.' This insightful talk is packed with strategies to elevate your practice into a financial powerhouse.
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Edward Jones' Success
- Edward Jones manages over $2.1 trillion in assets.
- This demonstrates success despite criticism, highlighting the importance of learning from others.
Learn From Competitors
- Analyze successful companies like Edward Jones to identify valuable lessons.
- Instead of dismissing their success, focus on what they do well, such as compliance or client acquisition.
Effort Explains Success
- View differences in others' practices as a reflection of effort.
- Successful people consistently perform tasks others avoid, including addressing challenging issues.