Jason Blake, a financial advisor with the financial-services firm Edward Jones in Sweetwater and Sondra Williams, 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. Jason Blake and Sondra Williams were among more than 180 associates, out of more than 12,000, invited to attend this session.
"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," Jason Blake said. "Sondra Williams and I also were able to tailor some of the training to focus on areas of our business that we want to grow."
Williams 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."
The firm is consistently recognized for delivering industry-leading training. Earlier this year, Edward Jones was ranked No. 15 on Training magazine's "2012 Training Top 125" list its 12th consecutive year on the prestigious list.
Edward Jones 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 12,000-plus financial advisors work directly with nearly 7 million clients to understand their personal goals -- from college savings to retirement -- and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.
In January 2012, for the 13th year, Edward Jones was named one of the best companies to work for by FORTUNE Magazine in its annual listing. The firm ranked No. 5 overall and No. 3 in Large Size Companies. These 13 FORTUNE rankings include top 10 finishes for nine years, consecutive No. 1 rankings in 2002 and 2003, and consecutive No. 2 rankings in 2009 and 2010. FORTUNE and Time Inc. are not affiliated with and do not endorse products or services of Edward Jones.
Edward Jones 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.