Listen

Description

In this engaging conversation, Ed takes us through his career from aspiring car designer to a leading figure in financial services.

Key topics discussed:

🌟 Career Evolution: From creativity in car design to strategic leadership in financial services.

🥊 Adapting to Change: "Everyone has a plan until they get punched in the face." – Ed shares insights on navigating industry shifts.

📈 Benchmark's Vision: How Benchmark supports financial planners and their growth journey.

🚀 Breakaway Advisors: The rise of advisers starting their own practices and how Benchmark supports them.

✨ Magic Wand: If given a magic wand, what one thing would Ed change in the profession?

Valuable insights for financial planners and those connected to the industry!


Hosted on Acast. See acast.com/privacy for more information.