About this episode
With Dylan Ripley & Todd Vincent – Managing Partners and Financial Planners, Cedarwood Financial Partners
Overview
Todd Vincent and Dylan Ripley join Mindy Diamond to share the reality of leaving Edward Jones, defending a two-year lawsuit, and still nearly doubling their business. A candid look at resilience, and what really happens when the firm pushes back.
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NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation.
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https://youtu.be/G5-oAHz5kWQ
About this episode…
For many advisors considering change, the concern about legal retaliation from their firm often lingers in the background.
But what if you move and that fear comes to fruition? What will it do to your business? And what if – instead of derailing you – it ultimately becomes a catalyst for growth?
Every transition comes with some risk and uncertainty—even when you dot every “i” and cross every “t.” And a non-Protocol move adds an extra layer of complexity.
This episode’s guests, Todd Vincent and Dylan Ripley, learned all that firsthand.
Todd spent nearly 30 years at Edward Jones, and Dylan built his career there over more than a decade, eventually partnering with Todd in a multi-office practice overseeing close to $1B in assets. Over time, they realized they could do more for their clients – and grow the business faster – if they stepped outside the traditional firm model.
In exploration, they liked the idea of having a support partner rather than building their own RIA and ultimately opted for Commonwealth Financial Network to launch Cedarwood Financial Partners.
The transition itself went smoothly—that is, until they found themselves navigating a lawsuit from Edward Jones that lasted nearly two years.
In one of our most candid episodes yet, Todd and Dylan walk through that experience with Mindy Diamond, sharing:
The choice to leave Edward Jones—and what specifically motivated them to consider change.
The initial transition—and when they learned they had “poked the bear.”
The reality of defending a lawsuit—and how they worked through it.
The value of messaging—and how partnering with a marketing firm was a gamechanger.
Nearly doubling their assets under management, despite the lawsuit—and what key traits drove their success.
It’s an episode that answers the question on every advisor’s mind, “What happens if the firm sues me?” and does s
