February 20, 2025

$1.7 Billion – The Largest Edward Jones Transition Ever! – Jennifer Marcontell (071)

45 minutes

Co-host Timari Robison joins me as we dive into Jennifer's initial motivation toward becoming a financial advisor, highlighting her desire to serve families and help them build wealth. Jennifer details her success at Edward Jones, including her selective client approach and team structure. As her business grew Jennifer shares her capacity issues as assets under management grew to $1.7 billion, citing limitations in Edward Jones' operations.This led toward exploring other firms that could better support her practice's growth and client needs. She was particularly impressed by Ameriprise's technology and risk-taking approach. While the transition was challenging, with concerns about client and team impact, Jennifer ultimately felt it was the right decision.Hear how she now enjoys the benefits of independence, such as the ability to reward her team and establish a family wealth office. Jennifer advises other advisors considering a move to thoroughly educate themselves on industry options and work with a knowledgeable recruiting partner.

Guest Host: Timari Robison

Text or Call: 972-804-3141

Email: [email protected]

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Contact & connect with me:

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