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Ameriprise’s Joey Small: How Logistics Prepared Me for Success as an Advisor

Joey Small, Barron’s top-ranked advisor in Arkansas, entered the industry with a background in transportation logistics, including a stint with UPS that spanned his four years in college. That helps explain how he efficiently services 1,500 clients with a team of 18. “There’s a lot that I learned from UPS,” says Small, who heads a $560 million Ameriprise Financial practice in Little Rock.

Speaking with Barron’s Advisor, the 24-year Ameriprise veteran explains how hanging around with seasoned advisors rather than his young…

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