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A turnkey succession plan. For your future. And your clients.
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Experienced Financial Advisor
At Edward Jones, it’s a win-win for you and your clients.
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Deciding to retire can be a formidable undertaking. In addition to your own future well-being, there is a great concern for what will happen to your clients. You’ve spent years growing a financial advising practice, and with it, you’ve established many close, long-standing client relationships. How can you ensure that your clients will be served appropriately through a seamless transition and that you are amply rewarded for this legacy? When and where do you begin building a succession plan that achieves these goals?
Edward Jones recognizes the importance of every financial advisor having a succession plan, so we’ve created a thoughtful, but thorough process to help our FAs plan for the next chapter in their lives. The firm treats succession planning as a step in a career-long practice management program. Just as we are there to support our financial advisors with coaching and peer support when building a practice, we are also there to provide the resources and guidance necessary to build a successful retirement transition plan.
Edward Jones offers their financial advisors at all levels of production a thoughtful, turnkey process. The plan ensures a seamless transition for clients and provides fair and competitive compensation for the retiring advisor.
With a structured framework for retirement transition plans, proper thought and attention is given to each step in the process.
The retiring FA guides:
- The selection process of those FAs best suited to each of their client relationships
- The timeframe for the transition
- The structure of the payout for the practice they’ve built.
“The retirement transition plan at Edward Jones was a big factor in my decision to move from another firm. I knew my clients would be well taken care of, largely because they would continue to work with my BOA [Branch Office Administrator] and their new financial advisor would remain in our local area.”
—Bob Miller, CFP®, Independence KS, transitioned to Edward Jones in June 2022
Finishing your financial advising practice at Edward Jones provides you with peace of mind that you’ve served your clients well and that your dedicated level of care will continue in the future and that you were generously recognized for the contribution of your legacy.
To learn more, visit our compensation program for experienced advisors.
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