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Building Your Business

Starting out, you will spend your time in the community you serve, making face-to-face contacts with neighbourhood residents and local business owners.

How will you go about creating clients and building a business? You’ll spend time getting to know individual prospects and their investment needs and objectives. Only after that one-on-one interaction and development of a comprehensive understanding of each individual's goals will you go ahead and provide advice and recommend appropriate investments or services.

It’s a personal approach to business
This is truly a unique level of personal service, and it is why we do business through single Financial Advisor neighborhood offices. Our long history of success proves that this time-honoured way of doing business works for both our clients and Financial Advisors alike.

This is a unique and exciting opportunity for the right type of person. Make no mistake, this is a challenging career that requires great dedication and maximum effort. Becoming an Edward Jones Financial Advisor demands a unique commitment of time, energy and personal drive. However, for the right person using the tools and skills that Edward Jones provides, this can be a highly rewarding career both personally and professionally.

Initially, you will follow our recipe for success

1. Make 25 quality contacts per day (125 per week).
2. Ask open-ended questions to obtain financial needs and goals.
3. Present an appropriate solution and ASK for the order.
4. Assess each contact, add to JonesLink and indicate next action.
5. Contact prospective clients at least every two weeks.

All while do what's right for the client. Does this sound like a working style you can commit to? Now, we suggest you re-read those five steps more carefully. And think about what each step really means. Making 25 quality contacts does not mean making 25 telephone calls or knocking on 25 doors. A quality contact is a conversation during which a prospect's needs are assessed, his or her interest piqued, a product explained or an appointment set.

It takes an average of seven separate contacts before a prospect becomes a client. Would you find such a process frustrating or challenging? Your answer will tell you whether you should continue reading, or consider looking elsewhere for a career better suited to you.

If you think Edward Jones is like every other large investment firm, think again.

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