EPISODE · Mar 21, 2024 · 51 MIN
4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
from The Diamond Podcast for Financial Advisors · host Mindy Diamond
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.
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4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth
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