Chad Burkhalter made the challenging decision to leave Edward Jones to pursue the role of an independent financial advisor. 12 years later, he’s returned. We sat down with him to learn why he chose to bring his practice to Edward Jones.
What made you return to Edward Jones?
I missed the camaraderie and the relationships I built with other people. The downside of being on your own is that you’re really on an island.
How are you able to focus more on clients with Edward Jones?
I have the opportunity to run my business the way I want, without having to worry about payroll, office problems and anything else that could go wrong with running a business. Since I don’t have to spend time working on those things, I can completely focus on my clients.
What are the advantages of working with Edward Jones?
We train our financial advisors, and everyone has the opportunity to grow. When someone is an independent financial advisor, that type of support doesn’t exist.
What do you see as the biggest opportunity of working at Edward Jones?
We all have the freedom to run our practices and focus on our clients. If someone is willing to do the work, the opportunity is limitless. What we put into this opportunity is what we get out of it – there are always new ways to challenge ourselves, continue to grow and take our work to another level.
Considering a new pathway? Discover if the financial advisor opportunity may be right for you and how Edward Jones seeks to develop your continued ambition.