Edward Jones to Independence: A $1.7B Post-Litigation Comeback Story

Episode notes

With Dylan Ripley & Todd Vincent - Managing Partners and Financial Planners, Cedarwood Financial Partners Overview Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending a two-year lawsuit, and still nearly doubling their business. A candid look at resilience, and what really happens when the firm pushes back. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… About this episode… For many advisors considering change, the concern about legal retaliation from their firm often lingers in the background. But what if you move and that fear comes to fruition? What will it do to your business? And what if - instead of derailing you - it ultimately becomes a catalyst for growth? Every transition comes with some risk and uncertainty - even when you dot every “i” and cross every “t.” And a non-Protocol move adds an extra layer of complexity.

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