Local Edward Jones team participates in advanced training
May 8, 2017
Tina Warner and David Wallace
David Wallace, a financial advisor with the financial services firm Edward Jones in St. Andrews / Irmo community, and Tina Warner, a branch office administrator, recently attended an invitation-only training opportunity at the firm’s headquarters in St. Louis.
The three-day Advanced Practice Management Forum is offered to branch teams throughout the country who rank among the top third most successful in the firm in helping clients work toward their long-term financial goals.
“The Advanced Practice Management Forum gave us an opportunity to share ideas with other successful teams, visit with home-office experts to discuss ways to meet more clients’ needs and view technical demonstrations highlighting a variety of systems and tools,”Wallace said. ” Tina and I also were able to tailor some of the training to focus on areas of our business that we want to grow.”
Warner adds, “Attending this training together will help us better serve our clients. We now share a clearer vision of the best practices, tools and resources to use in earning new clients, deepening relationships with existing clients and overall delivering an ideal client experience.”
Edward Jones, a Fortune 500 company, provides financial services for individual investors in the United States and, through its affiliate, in Canada. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 15,000-plus financial advisors work directly with more than 7 million clients. Edward Jones, which ranked No. 5 on Fortune magazine’s 100 Best Companies to Work For in 2017, is headquartered in St. Louis. The Edward Jones website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.
