From Data to Dollars: Lessons from Edward Jones and Year-End Planning Secrets
Ever wondered how Edward Jones grew to $2.1 trillion without giving away the keys to the kingdom? In this recap episode, Amber shares highlights on how you can learn from others' success and how to really plan for the next year. On Monday, Matt and Micah discussed scaling your practice beyond the mythical "150-client ceiling" and challenged the "financial hobby" mindset, proving that success isn't just about throwing shade at industry giants—it's about stealing their secrets (legally, of course).
On Thursday, Jamie swooped in with a year-end planning episode that'll make spreadsheet skeptics…
The skinny
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