Edward Jones is redefining what it means to provide personalized advice. The firm is creating a signature experience where personalized service is not a luxury but an expectation and where the best financial advisors have the tools, capabilities, and technology needed to provide a seamless, sophisticated, and impactful advisory experience.
In this episode, Jack Sharry talks with Russ Tipper, General Partner at Edward Jones. Russ leads more than 300 professionals across North America and drives the firm's advisory offerings, including SMAs and UMAs, alternatives, retirement products, and more.
Jack and Russ discuss how Edward Jones is doubling down on comprehensive, personalized financial planning, moving beyond point-in-time solutions to ongoing advice. Russ also talks about how the company strategically expands its product offerings, including alternative assets and retirement products, as well as its signature experience and future developments.
In this episode:
[01:12] - Russ' role at Edward Jones
[03:02] - Edward Jones's strategic ambition
[05:04] - Personalization at scale
[12:24] - Edward Jones' investment in alternative assets
[15:19] - Edward Jones' signature experience
[19:18] - Future developments and AI integration
[22:06] - Russ' career journey
[26:04] - Russ’ key takeaways
[27:13] - Russ's interests outside of work
Quotes
"We want to help make our clients’ needs, wants, and wishes a reality." ~ Russell Tipper
"Our goal is to help our clients move into an advisory perspective and never be stuck in a brokerage account or a legacy model where they can't move because of friction." ~ Russell Tipper
"We want to be a highly curated shelf, but we want to offer a choice. The last thing I want to do is for a client to leave their great financial advisor because of a lack of access to a product that would improve their outcome." ~ Russell Tipper
Links
Russell Tipper on LinkedIn
Edward Jones
MoneyGuidePro
Envestnet
Aladdin by BlackRock
J.P. Morgan
Porch Software
Capital Group
Merrill Lynch
Connect with our hosts
LifeYield
Jack Sharry on LinkedIn
Jack Sharry on Twitter
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