Local Edward Jones branch team participates in advanced training
Published 12:52 pm Friday, October 11, 2019
Edward Jones Financial Advisor Heidi Crutchfield and Branch Office Administrator Amy L. Chaney of Danville were selected to attend the firm’s Advanced Training Workshop at its St. Louis headquarters.
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In this class, branch teams focus on assessing the individual needs of investors, study more advanced investments and learn how these investments can be used to meet specific investment needs. They also receive individualized training to sharpen their investment skills and develop a business plan to follow once they return to their offices.
The Advanced Training Technology Workshop is a two-day program designed for successful branch teams. This workshop is an interactive learning experience that focuses on integrating the technological systems and tools into creating an ideal client experience. The branch teams share strategies for onboarding new clients, preparing for client appointments and maintaining an annual review process for all clients.
“This was invaluable training,” Crutchfield said. “In addition to learning ways to identify the specific needs and goals of individual investors, it gave me a chance to increase my investment knowledge, which will enable me to better serve my clients.”
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the U.S. and, through its affiliate, in Canada. Every aspect of the firm’s business, from the investments its financial advisors offer to the location of its branch offices, caters to individual investors. The firm’s 18,000-plus financial advisors serve more than 7 million clients and care for $1 trillion in assets under management. Visit our website at edwardjones.com and recruiting website at careers.edwardjones.com. Member SIPC.