Learn from Founder Ed Meek and Partner Advisor James Alexander how Edge Financial Advisors brings together a team of like-minded Advisors to deliver the highest quality of service to clients and quality of life for their team members.
By enabling each team member to focus on their specific strengths and focus areas, Edge positions Advisors to deliver the most sophisticated planning and investment strategies for their clients without over-stepping their capabilities, and working together to achieve greater things together than they could separately.
If you are a Financial Advisor who can bring valuable leadership and appreciate the team mentality, Ed and James would love to meet you and explore the opportunity to join one of the top Financial Planning and Investment Managment Firms in the Chicago area. Schedule a call to get started, or reach out at 919-561-2436, or garrett@theadvisoradvocates.com
How much is an Advisory practice worth? This is a loaded question that always gets the starting answer of: it depends. On this episode,...
In this episode, Garrett introduces the Advisor Advocate Search Tool, the anonymous resource allowing Financial Advisors to explore Firms, connect, and communicate to learn...
Ed Meek & James Alexander of Edge FA discuss the balance and connection between organic and inorganic growth, and how Edge is using each...
