Business: Local Edward Jones team participates in advanced training
Ryan Beumer, a financial advisor with financial-services firm Edward Jones in Marshall, and Ginny Jacobi, 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 was 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 finanical goals.
Beumer and Jacobi were among 180 associates, out of more than 12,000, who were invited to 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 client's needds and view technical demonstrations highlighting a variety of systems and tools," Beumer said. "Ginny and I also were able to tailor some of the training to focus on areas of our business that we want to grow."
"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," Jacobi said.
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.