{"id":14492,"date":"2020-10-22T01:12:24","date_gmt":"2020-10-22T01:12:24","guid":{"rendered":"http:\/\/edwardjones-r2.site.findly.com\/?p=14492\/"},"modified":"2021-03-18T17:14:21","modified_gmt":"2021-03-18T17:14:21","slug":"building-a-long-term-client-centric-investment-business-kevin-ohagan","status":"publish","type":"post","link":"https:\/\/edwardjones-stage.xcc.smashfly.io\/en-CA\/blog\/building-a-long-term-client-centric-investment-business-kevin-ohagan\/","title":{"rendered":"Building a Long-Term, Client-Centric Investment Business: Kevin O&#8217;Hagan"},"content":{"rendered":"<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_1' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  breadcrumb-section minht0 pb40 blog-detail-breadcrumb container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14492'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock '   itemprop=\"text\" ><div class=\"breadcrumb breadcrumbs avia-breadcrumbs\"><div class=\"breadcrumb-trail\" ><a href=\"https:\/\/edwardjones-stage.xcc.smashfly.io\/en-CA\/\" title=\"Edward Jones External Staging\" rel=\"home\" class=\"trail-begin\">Home<\/a><\/div><\/div>\n<\/div><\/section>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_2' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  banner-text blog-detail-banner blog-detail-banner-no-img-vid container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14492'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock blog-title'   itemprop=\"text\" ><div class=\"avia_textblock h2-small-wrapper m0 pt30\">\n<p class=\"h2-small\">Experienced Financial Advisor:<\/p>\n<\/div>\n<h1 class=\"pt10\">Building a Long-Term, Client-Centric Investment Business: Kevin O&#8217;Hagan<\/h1>\n<div class='av-social-sharing-box ejd-banner-social-share-widget blog-detail-banner-social-share d-flex ejd-banner-social-share-widget blog-detail-banner-social-share d-flex'><div class='av-share-box'><h2 class='av-share-link-description'>Share this post:<\/h2><ul class='av-share-box-list noLightbox'><li class='av-share-link av-social-link-facebook'><a target='_blank' href='http:\/\/www.facebook.com\/sharer.php?u=https%3A%2F%2Fedwardjones-stage.xcc.smashfly.io%2Fen-CA%2Fblog%2Fbuilding-a-long-term-client-centric-investment-business-kevin-ohagan%2F&amp;t=Building%20a%20Long-Term%2C%20Client-Centric%20Investment%20Business%3A%20Kevin%20O%E2%80%99Hagan' aria-hidden='true' data-av_icon='\ue8f3' data-av_iconfont='entypo-fontello' aria-label='Share on Facebook'><span class='avia_hidden_link_text'>Share on Facebook<\/span><\/a><\/li><li class='av-share-link av-social-link-twitter'><a target='_blank' href='https:\/\/twitter.com\/share?text=Building%20a%20Long-Term%2C%20Client-Centric%20Investment%20Business%3A%20Kevin%20O%E2%80%99Hagan&url=https%3A%2F%2Fedwardjones-stage.xcc.smashfly.io%2Fen-CA%2F%3Fp%3D14492' aria-hidden='true' data-av_icon='\ue8f1' data-av_iconfont='entypo-fontello' aria-label='Share on Twitter'><span class='avia_hidden_link_text'>Share on Twitter<\/span><\/a><\/li><li class='av-share-link av-social-link-linkedin'><a target='_blank' href='http:\/\/linkedin.com\/shareArticle?mini=true&amp;title=Building%20a%20Long-Term%2C%20Client-Centric%20Investment%20Business%3A%20Kevin%20O%E2%80%99Hagan&amp;url=https%3A%2F%2Fedwardjones-stage.xcc.smashfly.io%2Fen-CA%2Fblog%2Fbuilding-a-long-term-client-centric-investment-business-kevin-ohagan%2F' aria-hidden='true' data-av_icon='\ue8fc' data-av_iconfont='entypo-fontello' aria-label='Share on Linkedin'><span class='avia_hidden_link_text'>Share on Linkedin<\/span><\/a><\/li><li class='av-share-link av-social-link-mail'><a  href='mailto:?subject=Building%20a%20Long-Term%2C%20Client-Centric%20Investment%20Business%3A%20Kevin%20O%E2%80%99Hagan&amp;body=https%3A%2F%2Fedwardjones-stage.xcc.smashfly.io%2Fen-CA%2Fblog%2Fbuilding-a-long-term-client-centric-investment-business-kevin-ohagan%2F' aria-hidden='true' data-av_icon='\ue805' data-av_iconfont='entypo-fontello' aria-label='Share by Mail'><span class='avia_hidden_link_text'>Share by Mail<\/span><\/a><\/li><\/ul><\/div><\/div>\n<\/div><\/section>\n\n<\/div><\/div><\/div><!-- close content main div --><\/div><\/div><div id='av_section_3' class='avia-section main_color avia-section-no-padding avia-no-border-styling avia-bg-style-scroll  pt90 pb100 search-widget-vertical-container container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14492'><div class='entry-content-wrapper clearfix'>\n<div class=\"flex_column av_three_fourth  flex_column_div av-zero-column-padding first   \" style='border-radius:0px; '><section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock h2fs30 h2fw600'   itemprop=\"text\" ><p><em>Kevin was with one of the Canadian banks before joining Edward Jones four years ago. He felt restricted in his personal and professional growth when he started to explore other avenues. After speaking with several Edward Jones advisors in his region, the opportunity began to feel like a perfect fit, and years later, he is sure he made the right decision.<\/em><\/p>\n<p>&#8220;Prior to Edward Jones, I worked for one of the big five Canadian banks in a business development role sourcing new investment relationships. I did this for over eight years, but over time, I felt the excitement and mental growth component diminish as did my desire to keep doing this for another 20 years. I was no longer challenged intellectually and wanted to continue growing personally.<\/p>\n<p>&#8220;I explored a variety of opportunities that would allow for my personal growth and ability to serve clients. I evaluated bank brokerage channels, insurance companies as well franchise models in the financial industry. None really fit the ability to service clients in a manner that appealed to me, as the corporate agenda always seemed to overshadow my needs and those of my prospective clients. I always wanted to work for a firm that would value my input. I also knew I wanted to be a part of a larger organization to satisfy my need for the social aspect of professional life, which was important alongside my career growth objectives.<\/p>\n<p>&#8220;I was approached by Edward Jones, and not knowing a lot about the firm, to be honest, initially I didn\u2019t give it much consideration but told myself to be open-minded as good things can come from new experiences.<\/p>\n<p>&#8220;It was only after the regional leader challenged me to explore the opportunity that I started to see that it was exactly what I\u2019d been looking for. The region\u2019s financial advisors took the time to answer all my questions and explain the Edward Jones opportunity so that I could make an informed decision.<\/p>\n<p>&#8220;After some time, I realized that Edward Jones was the right place for me: I felt that I could work within the independent model that also allows for guided support. It took me some time to understand the way the firm operates as it was a big step away from a corporate environment. I started to see that it was not only about profit at Edward Jones. I came to understand that the firm is all about partnering with you to build a long-term client-centric investment business.<\/p>\n<p>&#8220;It&#8217;s been almost four years since I started, and I know that I made the right decision to join this firm. I look forward to many more years of helping the firm build a stronger position in the Canadian investment landscape whilst servicing more investors as we continue to hire new and develop existing financial advisors in pursuit of this dream opportunity.&#8221;<\/p>\n<p>If you&#8217;re ready for a rewarding career as a financial advisor, you can <a href=\"\/en-CA\/career-areas\/experienced-financial-advisors\/\" class=\"edj-link\">learn more about the opportunity<\/a> or <a href=\"\/en-CA\/job-search-results\/?category=Financial%20Advisor&amp;location=Canada&amp;country=CA&amp;radius=25&amp;units=km\" class=\"edj-link\">find an opportunity near you<\/a> to connect with a recruiter. Connect with Kevin on <a href=\"https:\/\/www.linkedin.com\/in\/ejadvisorkevinohagan\/\" rel=\"noopener noreferrer\" target=\"_blank\">LinkedIn<\/a>.<\/p>\n<\/div><\/section><\/div><div class=\"flex_column av_one_fourth  flex_column_div av-zero-column-padding   search-widget search-widget-vertical \" style='background-color:#fde57f; border-radius:0px; '><div class='avia-builder-widget-area clearfix '><div id=\"widget_job_search_v2-4\" class=\"widget clearfix widget-jobsearch widget-jobsearch-v2\"><form method=\"GET\" id=\"cws_quickjobsearch\" role=\"search\" class=\"clearfix g-cols offset_medium\" action=\"\/en-CA\/job-search-results\/\"><div class=\"quicksearch-title first avia-builder-el-first flex_column av_one_third\"><h2 class=\"widgettitle cws-widgetitle\">Search Jobs by Keyword:<\/h2><\/div><div class=\"quicksearch-field quicksearch-SearchText  flex_column av_one_third horizontal\"><div class=\"w-form-row\"><div class=\"w-form-row-label\"><label 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avia-no-border-styling avia-bg-style-scroll  pb130 related-posts-outer container_wrap fullsize'   ><div class='container' ><div class='template-page content  av-content-full alpha units'><div class='post-entry post-entry-type-page post-entry-14492'><div class='entry-content-wrapper clearfix'>\n<section class=\"av_textblock_section\"  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><div class='avia_textblock h2-small-wrapper'   itemprop=\"text\" ><h2 class=\"h2-small\">Related Posts<\/h2>\n<\/div><\/section>\n<div  data-autoplay=''  data-interval='5'  data-animation='fade'  data-show_slide_delay='90'  class='avia-content-slider avia-content-slider-active avia-content-slider1 avia-content-slider-odd  pt30 related-posts'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Blog\" ><div class='avia-content-slider-inner'><div class='slide-entry-wrap'><article class='slide-entry flex_column  post-entry post-entry-27467 slide-entry-overview 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class='slider-fallback-image'><img loading=\"lazy\" decoding=\"async\" width=\"368\" height=\"200\" src=\"https:\/\/edwardjones-stage.xcc.smashfly.io\/wp-content\/uploads\/sites\/2815\/2022\/12\/can-kincentric-2022-en-368x200-1.png\" class=\"attachment-portfolio size-portfolio wp-post-image\" alt=\"\" srcset=\"https:\/\/edwardjones-stage.xcc.smashfly.io\/wp-content\/uploads\/sites\/2815\/2022\/12\/can-kincentric-2022-en-368x200-1.png 368w, https:\/\/edwardjones-stage.xcc.smashfly.io\/wp-content\/uploads\/sites\/2815\/2022\/12\/can-kincentric-2022-en-368x200-1-300x163.png 300w\" sizes=\"auto, (max-width: 368px) 100vw, 368px\" \/><\/span><\/a><div class='slide-content'><header class=\"entry-content-header\"><span class=\"blog-categories minor-meta\"><a class=\"primary_category\" href=\"https:\/\/edwardjones-stage.xcc.smashfly.io\/en-CA\/blog\/category\/experienced-financial-advisor-en-ca\/\" rel=\"tag\">Experienced Financial Advisor<\/a>  <\/span><h3 class='slide-entry-title entry-title' 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class='hidden'>\n\t\t\t<span class='av-structured-data'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/ImageObject\"  itemprop='image'>\n\t\t\t\t\t   <span itemprop='url' >https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t\t   <span itemprop='height' >0<\/span>\n\t\t\t\t\t   <span itemprop='width' >0<\/span>\n\t\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"publisher\" itemtype=\"https:\/\/schema.org\/Organization\" itemscope=\"itemscope\" >\n\t\t\t\t<span itemprop='name'><\/span>\n\t\t\t\t<span itemprop='logo' itemscope itemtype='http:\/\/schema.org\/ImageObject'>\n\t\t\t\t   <span itemprop='url'>https:\/\/cdn-static.findly.com\/wp-content\/uploads\/sites\/936\/2020\/09\/Careers-logo_9-15-NEW-SVG.svg<\/span>\n\t\t\t\t <\/span>\n\t\t\t  <\/span><span class='av-structured-data'  itemprop=\"author\" itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/Person\" ><span itemprop='name'><\/span><\/span><span class='av-structured-data'  itemprop=\"datePublished\" datetime=\"2021-10-20T17:22:20+00:00\" >2021-11-16 20:42:49<\/span><span class='av-structured-data'  itemprop=\"dateModified\" itemtype=\"https:\/\/schema.org\/dateModified\" >2021-11-16 20:42:49<\/span><span class='av-structured-data'  itemprop=\"mainEntityOfPage\" itemtype=\"https:\/\/schema.org\/mainEntityOfPage\" ><span itemprop='name'>Leading a Financial Services Practice That Puts People First: Ian Stock<\/span><\/span><\/span><\/article><\/div><div class='slide-entry-wrap'><article class='slide-entry flex_column  post-entry post-entry-24705 slide-entry-overview slide-loop-4 slide-parity-odd  post-entry-last  av_one_third first fake-thumbnail'  itemscope=\"itemscope\" itemtype=\"https:\/\/schema.org\/BlogPosting\" itemprop=\"blogPost\" ><a href='https:\/\/edwardjones-stage.xcc.smashfly.io\/en-CA\/blog\/coming-full-circle-blaines-return-to-edward-jones\/' data-rel='slide-1' class='slide-image' title=''><span class=' fallback-post-type-icon' aria-hidden='true' data-av_icon='\ue80e' data-av_iconfont='entypo-fontello'><\/span><span class='slider-fallback-image'><img loading=\"lazy\" decoding=\"async\" width=\"368\" height=\"200\" src=\"https:\/\/edwardjones-stage.xcc.smashfly.io\/wp-content\/uploads\/sites\/2815\/2022\/12\/can-kincentric-2022-en-368x200-1.png\" class=\"attachment-portfolio size-portfolio wp-post-image\" alt=\"\" srcset=\"https:\/\/edwardjones-stage.xcc.smashfly.io\/wp-content\/uploads\/sites\/2815\/2022\/12\/can-kincentric-2022-en-368x200-1.png 368w, https:\/\/edwardjones-stage.xcc.smashfly.io\/wp-content\/uploads\/sites\/2815\/2022\/12\/can-kincentric-2022-en-368x200-1-300x163.png 300w\" sizes=\"auto, (max-width: 368px) 100vw, 368px\" \/><\/span><\/a><div class='slide-content'><header class=\"entry-content-header\"><span class=\"blog-categories minor-meta\"><a class=\"parent_category\" 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