Advisor Opportunities with Edge Financial Advisors
Ed Meek and James Alexander of Edge Financial Advisors join Garrett Layell to discuss the opportunity Edge Financial Advisors provides for Advisors who want to be a part of an innovative financial planning team and continue growing one of the top RIAs in the Chicago area.
Team Based Concept
Ed Meek and James Alexander discuss how Edge Financial Advisors embraces a team-based planning concept to position their Advisors to provide the highest level of service to their clients and focus on their individual strengths as Advisors.
Financial Advisor Roles at Edge FA
Edge Financial Advisors allows their Advisors to focus on their area of expertise and talents, without forcing sales or new asset hurdles on Advisors who want to focus on a specific planning area of practice while still providing opportunities to grow their practice and their income.
Marketing Support Strategy for Edge FA Advisors
Edge FA deploys modern marketing to position their Advisors to grow their practices organically without buying leads or cold-calling.
Explore the Ed’s Edge Podcast to learn more about the Edge FA team!
Core Values Built on Simplicity & Sophistication
Staying focused on simplicity and embracing innovation, Edge FA positions their Advisors to deliver excellence with the integrity demanded by industry standards and the highest levels of fiduciary care.
The team-based culture at Edge Financial Advisors enables Advisors to deploy the industry’s most advanced planning strategies for clients without overstepping the capabilities of individual team members.
Advisor Compensation and Benefits
Edge provides full-force marketing support to fuel the growth of their Advisors income and invests heavily into putting their team in the best position to deliver the highest level of service to their clients, leading to referrals and organic growth of every Advisor on their team.
They also provide full benefits and a robust retirement plan to allow their team members to do what they do best and serve their clients.
History and Background of Edge FA
Founder Ed Meek discusses the history of Edge Financial Advisors and what led him to found one of the top asset management and financial planning Firms in the Chicago area.