EJ History
Rooted in research and understanding, this is the first phase of the design thinking process.
What is Empathize?
This initiative is focused on creating an experience that allows advisors to purchase another advisors client book/practice.
What is CJV/Marketplace?
Joining the firm last year, she is the GP/Principal of the EBM Organization.
Who is Hema Widhani?
This segment is our largest segment being served today, representing nearly 70% of our clients.
What is Core?
Penny Pennington became the first female managing partner in 2019, taking over for this Managing Partner.
Who is Jim Weddle?
This term describes a non-linear process, looping back to earlier stages.
What is Iterative?
What is FA Teaming?
Who is Emily Barletta?
This segment is focused on attracting and retaining new clients with a digital-first approach, early in their wealth-building journey.
What is New to Wealth?
In 2011, this program was pioneered to allow financial advisors to transition their clients to newer financial advisors, named after a 32-year advisor and regional leader.
What is the Goodknight program?
This style of thinking is best for generating a wide array of ideas.
What is divergent thinking?
A future-focused product release, this initiative aims to leverage an AI practice assistant to surface insights and a customizable dashboard to suit individual needs.
What is future practice desktop?
This GP is responsible for Human-Centered experience, including design.
Who is Neal Rideout?
This segment represent more affluent clients, with assets of at least $5million or more, and a "white-glove" offering.
What is High Net Worth?
Also known as the farm, this 711-acre property was donated by Pat Jones in 1997.
What is the Prairie Fork Conservation area?
This stage of the Design Thinking process converts ideas into actual solutions.
What is Implement?
Aimed at driving a sales culture, this initiative aims to support advisors in identifying and pursuing asset opportunities.
What is lead and prospect management?
This GP is responsible for GTM and Segment, including our new client segments: NTW, Core, HNW.
Who is Richard Yang?
Launched last year, this is the name of the service offering for HNW clients.
What is Generations?
This line, famously said by Ted Jones, was in response to a conflict between his father about giving his two sisters not working at the firm partner ownership.
What is "I don't need partners to share the profits, I need partners to share the work."
This is the process of creating a tangible representation of ideas.
What is prototyping?
Kicking off in September, this initiatives is focused on defining an end-to-end experience across 9 Practice Jobs.
What are branch journeys?
This GP is responsible for brand and sponsorships, including social media and branded content.
Who is Traci Brown?
This segment is focused on serving business owners and their employees.
What is Workplace?