4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth

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March 21, 2024 • 51 mins

What motivated the founders of Holistic Planning to leave Edward Jones, a firm their family built a business at over more than four decades? They discuss their thought process, the transition, and the growth opportunities they are now experiencing.

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.css-14f5ked{margin:0;word-break:break-word;display:-webkit-box;-webkit-box-orient:vertical;box-orient:vertical;-webkit-line-clamp:2;overflow:hidden;}4 Decades and 3 Generations Later: Former Edward Jones Family Business on Their Path to Growth