This is what it really takes to build a $2B business

So what does it really take to build a $2B firm?

It’s “swag factor.”

The “shoulders back, head up attitude” backed by the confidence that you can deliver the best of service and products to your clients.

And the certainty that it’s your business—nobody’s going to take it from you.

Ultimately: You’re safe.

For example, while Jim DeCota built a business from zero to $85mm in assets over his 11-year tenure at Edward Jones, he felt he simply outgrew the model.

So he left Ed Jones to launch what would become Enso Wealth Management, a firm that today manages some $2B in assets.

It’s that “swag factor” that helped Jim and Enso rise to new heights. And it’s the same key ingredient he instills in his unique business model. One where advisors no longer worry about who owns the clients.

Jim’s story is for any advisor who may be feeling that they’ve “outgrown” their current firm with practical takeaways on how best to resolve those feelings. And even more so, it’s a deft narrative around achieving extraordinary growth.

Plus, there are a few more links you may also find helpful.

Enjoy the knowledge!

Best,

Mindy

It was the Edward Jones culture that attracted Jim DeCota to their training program back in 2003. And for more than a decade, he cold-called and knocked on doors until building a business managing $85mm in AUM. But much like many independent-minded advisors, he felt like he had outgrown the model and wanted more autonomy. So he left Ed Jones to launch what would become Enso Wealth Management, a firm that today manages some $2B in assets. Jim discusses his transition and why his vision to be a “business owner” could only be realized outside the confines of Ed Jones, plus shares the backstory to the success of Enso, their unique business model and more.

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