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What happens when a high-achieving law graduate discovers his true calling in the world of finance? Meet Andy Esser, the heart-led financial advisor at Edward Jones whose story is a testament to resilience, purpose, and the power of genuine connections.

In this episode, Andy reveals how Peter Drucker’s timeless wisdom and personal setbacks during the financial crisis reshaped his life, inspiring him to guide others toward financial security with empathy and integrity. Andy’s journey proves that leading with heart can create a life of fulfillment and impact. 🌱

🎧 Don’t miss this inspiring and actionable conversation! Hit play now and unlock powerful insights to navigate your own journey to success. 💪

Key Takeaways from this Episode

• The influence of Peter Drucker on heart-led business practices
• Navigating career shifts from law to finance during the financial crisis
• The importance of adding value in personal finance and business
• Strategies for heart-led leadership in a profit-driven world
• Embracing failure as a stepping stone to success
• The role of trust and relationship-building in financial advising
• Innovating within Edward Jones to maintain a culture of partnership

About the Guest
Andy Esser, a seasoned financial expert with over 20 years in finance and law, helps families create lasting investment strategies. A magna cum laude graduate of William & Mary, he holds multiple prestigious certifications, including CERTIFIED FINANCIAL PLANNER™. Passionate about community, Andy is involved in local organizations and enjoys time with his wife and four children in Apex, NC.

Additional Resources

• Website: www.edwardjones.com/us-en/financial-advisor/andy-esser
• LinkedIn:
  www.linkedin.com/in/andyesser
  www.linkedin.com/company/edward-jones
• Facebook:
  www.facebook.com/ejadvisorandyesser
  www.facebook.com/edwardjones
• X: https://x.com/edwardjones
• Email: andy.esser@edwardjones.com

Explore the Dialogue’s Treasures: Tap here https://tinyurl.com/5d4e27nn to delve into our conversation.

Up Next...
Roy Osing turned a startup into a billion-dollar success with his bold, heart-led strategies. As the author of BE DiFFERENT or Be Dead and host of Audacious Moves to a Billion, he inspires leaders worldwide.

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