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.

This group embodies something we see again and again: when advisors succeed in a captive environment, they often thrive — wildly — in 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.  They share how they built a fast-growing $2 billion firm, how they thinking about scale, culture, and long-term durability — and a few raw lessons from their group’s newsworthy exit. 

In this episode:

• What it takes to build a 100-year firm
• The cultural glue behind a thriving advisor team
• Lessons learned from rapid growth
• Why the real story begins after the breakaway

If you’re building, leading, or even imagining what your next chapter could be, this conversation is a powerful look at what’s possible in independence.

Learn more at MurielConsulting.com 

www.murielconsulting.com

Produced by Shelby Nicholl.
Edited by Aaron Sherman.

Music from #Uppbeat (free for Creators!): https://uppbeat.io/t/ra/let-good-times-roll License code: EV5ON7Y3CSESDSEU