Name: How Succession and Growth Go Together
Uploaded: 2025-12-11T16:00:00Z
Duration: 1 min 56 s
Description: Troy Nelson, a private wealth advisor with Edward Jones, explains why growth represented “the best way” to solve four key problems related to succession planning.

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Troy Nelson, a private wealth advisor with Edward Jones, explains why growth represented “the best way” to solve four key problems related to succession planning.

https://m.wsj.net/video/20251210/df0743b2-06bf-4d37-bc8a-72e5dcf57a0d/2/hls/manifest-hd-wifi.m3u8

How Succession and Growth Go Together

For me, succession and growth, again, go hand in hand. And so Ray, I always like to start with the problems I'm trying to solve. And so here's the problems I was trying to solve, both in terms of growth and succession. So one, I wanted to build something enduring that last far beyond myself or any member of the team. Number two is I wanted to serve more clients more completely. So there's a lot of people that need our help, right? So I wanna serve those people and then I wanna serve our current clients even more deeply. Third thing is I wanted to create the best client experience possible, regardless of who is on the team or who retires. And the fourth thing is I wanted to create capacity to serve all generations of our clients. I think of us as a family serving families, right? So when I looked at those four problems, the best way for me to solve those four problems is growth, right? So I bring on more members of the team. I pass on all the knowledge, all my experience, right, over 27 years of doing this. And that is my succession plan is internally in the team. And I'm trying to play my small part of bringing people into the industry that are from outside the industry. So as an example, I just hired my best friend who's been a missionary for 30 years, but he's gonna be amazing at it 'cause he can connect with people deeply. But he's like, "Troy, I don't know anything about planning and investments." And I'm like, "Guess what?"

It's okay.

"We got it. We're really good at that."

Yeah, 'cause you got a great team of technicians and advisors.

Absolutely. I said, but what is hard for me to train is to build trust and rapport with clients and go deep with clients. That's way harder for me to do than financial planning, asset allocation, like that's table stakes, we got all that, but you got the intangibles that I'm looking for.