Melissa Nicholson, a financial advisor with the financial services firm Edward Jones in Newburgh, Indiana, and Sabrina Pride, a branch office administrator, recently attended an invitation-only training opportunity at the firm’s headquarters in St. Louis.
The two-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,” Nicholson said. “Sabrina and I also were able to tailor some of the training to focus on areas of our business that we want to grow.”
Pride 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.”
Nicholson and Branch Office Administrator Sabrina Pride can be reached at 812-853-2775. You may also visit Nicholson’s website at //www.edwardjones.com/melissa-nicholson.
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.