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Willard Causey, a former Edward Jones advisor sat down to have an in-depth conversation about his experience at Edward Jones and his journey making the transition to independence.
I hope this conversation is helpful to any Edward Jones advisor who's considering or has considered a transition.
Willard gets honest and shares everything, pros, cons, and everything in between.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
5
99 ratings
Willard Causey, a former Edward Jones advisor sat down to have an in-depth conversation about his experience at Edward Jones and his journey making the transition to independence.
I hope this conversation is helpful to any Edward Jones advisor who's considering or has considered a transition.
Willard gets honest and shares everything, pros, cons, and everything in between.
--
Contact & connect with me:
Text or Call: (908) 902 4903
Meet: https://calendly.com/coreywalen
LinkedIn: https://www.linkedin.com/in/corey-walen-22a76325/
YouTube: https://www.youtube.com/@CoreyWalen
Website: https://www.coreywalen.com
Thanks for listening!
Corey Walen, Managing Partner, Bridgemark Strategies
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