About this episode
With Glenn Israel, CEO & Founder, GFI Wealth Partners
Overview
Glenn Israel reached a point where he recognized that, as an employee, he was limited in his ability to serve clients and grow his business. So he left Edward Jones to launch GFI Wealth Partners and shares what he learned in the transition process, what he can do differently in independence, and more.
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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.
About this episode…
Realizing that you, the advisor, are responsible for every aspect of your business often marks a turning point in many careers.
Ultimately, you’re the one who drives the bus and makes the decisions—such as how clients are served, when to hire staff, and what products and services to offer.
That is, unless you are limited to what the firm or model dictates—then the biggest decision you need to make is whether the firm you work for allows you to build and grow your business without limitation.
For Glenn Israel, the reality that “the buck stops here” motivated him to leave the practice he built at Edward Jones and make the leap to independence.
Glenn’s career is much like other breakaway advisors: He began his journey at Merrill and later moved on to Edward Jones, where he built the business to $215mm.
It was 13 years in at Edward Jones that Glenn decided it was time to make a change—and that the buck didn’t just stop with him, it started with him.
So he made the leap to independence in July of 2022, launching GFI Wealth Partners under the Raymond
