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.

4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth

Launched in 2017 as Mindy Diamond on Independence, the show has taken on a broader perspective beyond the independent space to include topics, insights, and candid conversations around financial advisor transitions, growth, and an ever-changing industry landscape. Each episode is designed to offer objective guidance and actionable advice with some of the industry’s brightest movers and shakers.

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4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth

4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth

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