How To Go Independent

An objective source to learn about independent business models

HTGI 071: A long time successful Level 8: Edward Jones advisor's journey to independence, part 5 of 5

PodcastSean KernanComment


Jim Webb and I started in the business together at Edward Jones in 2002. We have remained friends in the years since I left EJ in 2005, and my experience became very valuable to him when he was ready to make a move in 2016. I interviewed him five times as he planned for and executed his transition: from a few weeks before until ten months after his move. This episode is part 5 of that series.

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