An honest in-depth conversation with Seth Liskey, a former Edward Jones Level 10 financial advisor and his decision to leave for independence and establish his firm, Middlebrook Wealth.

• There's a big difference between being a W2 employee and an independent.
• "They (EJ) really pushed me out. It was a steady slow drip but looking back they made the decision easy. I regret not leaving sooner."
• Finding balance and creating a new repeatable process.
• "Edward Jones doesn't teach you anything about organizational structure."
• Firm brand and how much it matters.
• Hesitation and due diligence.

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Contact & connect with me:

Text: (908) 902 4903

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Thanks for listening!

Corey Walen, Managing Partner, Bridgemark Strategies

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