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From Edward Jones to $2 Billion: How Cedarwood is Proving What's Possible in Independence
Manage episode 518161650 series 3565060
محتوای ارائه شده توسط Shelby Nicholl. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Shelby Nicholl یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.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
Schedule a discovery call with Shelby Nicholl: Zoom Scheduler
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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