Q: What did you do before joining Edward Jones?
A: I started in financial services in 1980, and cut my teeth working for one of the large providers. I then set up a small practice some years later, selling protection products such as life insurance, pensions and investments. Q: Why did you decide to seek other opportunities?
A: In a small practice like ours was, it’s very easy to spend 80% of your time on compliance paperwork and simply keeping up with legislation, which changes almost daily. That’s not my forte at all. Q: What made you accept the position with Edward Jones?
A: I looked at a few banks, but only Edward Jones offered what I was looking for. My strength is getting out and seeing people, and here I can concentrate on doing just that. All the admin is done for me, and that was fantastically appealing. I also like the American approach. It really is like a big family, with all the nurturing that goes with that. We meet regularly to exchange ideas, and with so many of us from different backgrounds – that’s just a great way to learn. Q: How do you rate the training?
A: We took part in excellent classroom sessions plus the company provided all the books and CDs we needed. There was also a dedicated helpline if we had any queries. Q: What’s the best part about working at Edward Jones?
A: The firm has delivered exactly as they advertised, so I’d have to say everything. I received exceptional training. I was given the opportunity to run my own office. And I now have an assistant and a valuable support system.
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