As a successful estate planning and small business attorney in Atlanta in the early 2000s, Helen Rice‘s professional life was taking off. No doubt, she had a full plate as a single parent with two small children, but she was managing through it. “What energized me was being able to help people,” says Helen. Still, she was frustrated that her compensation was not directly factored on client outcomes. And this discontent was reflected in all aspects of her life. She knew she needed a change. “I knew I would be happier …. and more successful.. in all aspects of my life, if I was completely fulfilled by my work.”
Through her professional network, Helen became acquainted with an Edward Jones Financial Advisor. In their conversations, Helen heard some key aspects about this person’s career – it allows you to:
- Build the kind of business you want to manage.
- Help people find solutions and plan for future.
- Develop long-term relationships with people.
In 2013, Helen sat down with her boys, explained that she was ready to make this change. It would not be easy in the beginning, but together, as a family with love and support, she was confident they would all be happier in the long run.
“Edward Jones is not your typical investment firm. There is such great support here…. especially from your fellow advisors. We really care about each other, and we want to be successful together.”
-Helen Rice Lake, Financial Advisor
Today, Helen’s practice is soaring with over $150M in assets under management and a client experience rating that far exceeds expectations. She attributes much of her success not just to her new career choice, but more to where she has chosen to practice. “Edward Jones is not your typical investment firm. There is such great support here…. especially from your fellow advisors. We really care about each other, and we want to be successful together. I consider some of my work colleagues to be my closest friends. In fact, the person who gave the toast at our wedding is now also my regional leader!”
And Helen’s sons? Their thoughts on their mother’s career journey can best be described this way. When Helen took them on their first Edward Jones Travel Award trip to Maui, her seven-year-old said, “Mom, I really like your new job!”
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