Edward Jones advisors face specific challenges when leaving the firm.
No one knows Edward Jones better than the Muriel Consulting team.
Challenge No. 1: Knowing what you can legally say to your clients and how to avoid Edward Jones litigation
Attorney Kimberley Cronin is a leading attorney who has helped 800+ Edward Jones advisors make their career move. She spent 45 minutes with Muriel Consulting Founder Shelby Nicholl.
What does it mean to have a non-solicit? Can you contact your clients? Attorney Kimberley Cronin dispels the myths.
Don’t be caught flat-footed. Attorney Kimberley Cronin shares what happens when facing an unexpected change.
Challenge No. 2: Knowing Your Industry Options
Every firm wants to add advisors to their team, so you have a lot of choices about where to move to. We work with you to find your perfect fit firm, which could be an employee model, wirehouse, independent broker-dealer, joining an RIA or creating your own RIA.
RIAs are a frequent blind spot for many Edward Jones advisors. Chuck Failla, CFP and founder of his own RIA and RIA platform shared his perspective on “going RIA.”
One key benefits of going RIA only? Tech innovation! Chuck Failla, CFP and RIA owner shares his perspective.
Challenge No. 3: Knowing if you are making the right choice
It’s always helpful to know how others came to their decisions and what they have benefitted from. These case studies tell the story of advisors who have walked your path previously (with the help of the Muriel team).
Note: Both of these cases moved to LPL but we match each person to their unique Perfect Fit Firm. In 2024, we showcased an average of 5 firms to each advisor we work with. For one advisor, we showcased 13 different RIA firms as that’s what she wanted to explore. We have more than 60 firms in our database and will selectively source others if needed.
SalesForce is a Major Pain Point for EJ Advisors
SalesForce is a Major Pain Point for EJ Advisors
Is SalesForce slowing you down?
Wealthbox is the top CRM alternative recommended by Muriel Consulting (BTW - we aren’t paid for our endorsement). Advisors tell us that Wealthbox increases their capacity and enables them to better control the experience they deliver to clients. Workflows are pre-built. Reports are designed for what advisors need to run their businesses and cement client relationships.