Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones

Entrepreneur, Advisor, and Conductor: Orchestrating Success After Edward Jones

April 2, 2026 · 44 min · Season 1 · Episode 353

About this episode

Ryan Guth discusses the evolution of financial advisors moving beyond Edward Jones to create independent businesses.

With Ryan Guth, Founder, Goldfin Group Overview Jason Diamond speaks with Ryan Guth, Founder of Goldfin Group, on moving beyond Edward Jones to build a business defined by control, differentiation, and entrepreneurial alignment. It’s a thoughtful conversation about independence, and what it really means to build a business that fits your clients, your strengths, and your long-term vision. Listen in… > Download a transcript of this episode… NOTE: The views and opinions expressed by the guests on this podcast are their own and do not necessarily reflect the views and opinions of Diamond Consultants. Neither Diamond Consultants nor the guests on this podcast are compensated in any way for their participation. Watch… https://youtu.be/SRQSjRbtRzY About this episode… Advisors usually don’t set out seeking change. In fact, the opposite is usually true. They build within a system, take advantage of the opportunities in front of them, and grow something meaningful over time. And for a while, that alignment works. But over time, priorities evolve. What once felt like the right environment can start to feel limiting: whether it’s how you serve clients, how you present…

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