Ep 206: (Re-)Building The Practice You Want After Your Former Firm Tries To Stop You From Breaking Away with Drew Stotler
Drew Stotler is the founder of Stotler Wealth Management, a hybrid advisory firm based in St. Louis that serves 100 middle-income clients. Drew had a unique journey to building his own advisory firm, having started first in the employee advisor model at Edward Jones and moved to an independent broker-dealer—where he was hit with a temporary restraining order after leaving—before finally building his own advisory firm the way he always wanted to.
In this episode, Drew shares how he built his career as a financial advisor, including what it was like focusing on anti-money laundering at Edward Jones before becoming an advisor. Listen in to learn how he built his early client base, what books gave him the inspiration to keep moving forward despite the challenging years, and how he has built his practice while also navigating the stringent non-solicit provisions put forth by Edward Jones.
For show notes and more visit: https://www.kitces.com/206
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Drew Stotler is the founder of Stotler Wealth Management, a hybrid advisory firm based in St. Louis that serves 100 middle-income clients. Drew had a unique journey to building his own advisory firm, having started first in the employee advisor model at Edward Jones and moved to an independent broker-dealer—where he was hit with a temporary restraining order after leaving—before finally building his own advisory firm the way he always wanted to.
In this episode, Drew shares how he built his career as a financial advisor, including what it was like focusing on anti-money laundering at Edward Jones before becoming an advisor. Listen in to learn how he built his early client base, what books gave him the inspiration to keep moving forward despite the challenging years, and how he has built his practice while also navigating the stringent non-solicit provisions put forth by Edward Jones.
For show notes and more visit: https://www.kitces.com/206
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