Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm episode artwork

EPISODE · Oct 16, 2025 · 49 MIN

Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm

from The Diamond Podcast for Financial Advisors · host Mindy Diamond

Former Edward Jones advisor Steve Davis shares how he built a lean, focused independent firm with LPL and what freedom really means.

Episode metadata supplied by the publisher feed · Published Oct 16, 2025

Embed this episode

NOW PLAYING

Life After Edward Jones: How One Advisor Built a Lean, Focused Independent Firm

0:00 49:19

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Diamond Podcast for Financial Advisors?

This episode is 49 minutes long.

When was this The Diamond Podcast for Financial Advisors episode published?

This episode was published on October 16, 2025.

Can I download this The Diamond Podcast for Financial Advisors episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!