When Jim Weddle took over as managing partner of Edward Jones in January 2006, the brokerage firm was in a critical moment. Distinctive business strategy has enabled it to grow from its roots in small town America to become the fourth largest broker in the U.S. Weddle However, concerns that the success of the business, and the changing landscape of the financial services industry, challenged the fundamental aspects of the strategy that led the company to this day. He knew that the impending strategic decisions would determine whether Edward Jones might keep his extraordinary performance and achieve its growth target of 20,000 financial advisors for 2017.
by
David J. Collis,
Troy Smith
Source: HBS Premier Case Collection
28 pages.
Publication Date: March 1, 2007. Prod #: 707497-PDF-ENG
Edward Jones in 2006: Confronting Success Case Solution
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