BELLOWS FALLS, Vt. – Bill Stevens, a financial advisor with the financial services firm Edward Jones in Bellows Falls, Vt., and Doreen Stoodley, 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,” Stevens said. “Doreen and I also were able to tailor some of the training to focus on areas of our business that we want to grow.”
Stoodley 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 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 www.edwardjones.com. Member SIPC.