Advisors Off Script
From Edward Jones to $2 Billion: How Cedarwood is Proving What's Possible in Independence with Dylan Ripley and Todd Vincent
33:45
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,…