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. In this episode, host Shelby Nicholl sits down with Dylan Ripley and Todd Vincent, co-founders of Cedarwood Financial Partners, to talk about what happened after the breakaway. If you’re ready to build a 100-year firm, this is the episode for you.

You’ve made the decision to break away. You’ve got the vision, the clients, the courage — but do you have the brand?

In today’s landscape, no launch succeeds without a story.
A clear, compelling narrative is what moves clients to follow you, what sets your new firm apart, and what turns a leap of faith into lasting growth. Kevin Nichols, partner at Oechsli and a leading voice in advisor marketing, shares what the best-prepared advisors do before they leave.