Robyn Williams, a financial advisor with the financial services firm Edward Jones in Osage City, and Mandi Potter, a branch office administrator, recently attended a 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,” Williams said. “Mandi 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,” Potter said. “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 is at 516 Market St., Osage City, or call 785-528-8177 for more information.
Edward Jones provides financial services for individual investors in the United States and Canada.