Awards & Accolades

Highest in Employee Advisor Satisfaction Among Financial Investment Firms

For the 12th time, Edward Jones Ranks “Highest in Employee Advisor Satisfaction Among Financial Investment Firms” by J.D. Power.

Based on responses from Edward Jones financial advisors, the firm earned an overall score of 890 points out of 1,000. This compared to the average score of 743 among the eight employee-channel firms measured by the J.D. Power 2021 U.S. Financial Advisor Satisfaction Study.

“This is a tremendous honor because it embodies our purpose of partnering to make a positive impact in the lives of our clients and colleagues, and together, benefit our communities and society,” says Kristin Johnson, Chief Human Resources Officer and Chief Transformation Officer for Edward Jones. “It’s been a challenging year for many investors, and our financial advisors, branch office administrators and home office associates have really come together as one Edward Jones team to serve our clients’ needs in a comprehensive way. This has included going beyond finances to focus on the well-being of our clients and their families, their health and yes, connecting with their purpose.”

This is a tremendous honor because it embodies our purpose of partnering to make a positive impact in the lives of our clients and colleagues, and together, benefit our communities and society.

-Kristin Johnson, Edward Jones Chief Human Resources Officer

Between January and April 2021, financial advisors were asked to rate their firms in terms of leadership and culture, products and marketing, professional development, operational support, technology, and compensation. Edward Jones ranked No. 1 in products and marketing, compensation and professional development.

“We are a place of belonging at Edward Jones – a welcoming and productive environment where people feel comfortable to bring their full selves to work and all can achieve their full potential – inclusive of their different backgrounds and experiences,” Johnson added. “That feeling of belonging translates into supportive behaviors such as willingness to recommend. It also is what enables our firm to grow its impact and add value to our clients, colleagues and communities.”

Edward Jones received the highest score among employee advisors in 12 J.D. Power advisor satisfaction studies, which were completed in 2007, 2008, 2010, 2012-2015, 2017-2021. The J.D. Power U.S. Financial Advisor Satisfaction Studies of employee advisors’ satisfaction is distributed among those who are employed by an investment services firm. Visit jdpower.com/awards for more details.

“The consistent success of Edward Jones in this study since it was first launched back in 2007 is a great testament to their organization’s commitment to delivering a superior experience to the advisor,” said Michael Foy, Senior Director and Head of Wealth Intelligence at J.D. Power.

Five Leadership Lessons Learned During the COVID-19 Pandemic

June 25, 2021/in Experienced Financial Advisor Optional /by Cillah.Hall

Experienced Financial Advisor:

Five Leadership Lessons Learned During the COVID-19 Pandemic

by Ken Cella

While the COVID-19 pandemic certainly isn’t over, it does feel as though we’ve come far enough through it to gain some perspective on what we’ve learned during this unusual and challenging period. Even when we reach the point where we can put our face masks in a drawer for good, some lessons that have emerged certainly will continue to be relevant for many years to come.

1. Have a Clear Why

One lesson is having a clear why and the importance of being very clear about why you do the work you do, and why it’s needed in the world. The pandemic truly clarified the importance of being certain about your why – your purpose. After all, that strong sense of purpose helped us all push through and learn new ways to communicate when we couldn’t see clients and colleagues face-to-face, and it’s what kept us going on long days during the pandemic when so many aspects of our work seemed so unsettled.

2. Develop a Set of Guiding Principles for Decision-Making

We all remember the early days of the COVID outbreak, when every business was in crisis mode and trying to make decisions about how to adjust. At Edward Jones, when we realized our leadership team needed to make a series of critical decisions, our first step was to establish our guiding principles for times of uncertainty.

Doing so made it clear what was most important to us – taking care of our clients, valuing the contributions of each of our colleagues, and so on. These principles became a litmus test for all our decisions and allowed us to move quickly. Every financial advisor’s practice, no matter the size, can benefit from this kind of clarity in a crisis.

3. Be Comfortable Leading Without a Playbook

During a crisis, you will rarely have the luxury of time. And in some cases, the information you have at hand will be incomplete, or will conflict with other information you received from other sources. Your clients and your team won’t be able to wait. During times like this, you need to be comfortable with being uncomfortable.

Making decisions in these conditions can be unsettling, but if you have your guiding principles in place, they will guide you – and the people around you – to help you get it right.

4. Communicate With Knowledge and Empathy

As you likely heard when talking to clients and colleagues in recent months, the pandemic caused many people to feel anxious or even frightened. As a financial advisor and a leader, you have to keep in mind the emotions your stakeholders may be feeling, and adjust your interactions with them accordingly. Be patient. Listen more closely to what people are telling you. That empathy will go a long way with your clients and with your colleagues.

5. Be Purpose-Driven in Everything You Do

Finally, and most importantly, be purpose-driven in everything you do. Work with like-minded people who share your sense of purpose and are fully in it with you. When you’re fully purpose-driven, you’re better equipped to deal with rapidly changing circumstances, because you have a clear focus. That purpose serves as your north star, guiding all of your actions, allowing you to be decisive and effective.

The Value of 529 Savings Plans Remains a Best Kept Secret

June 3, 2021/in Experienced Financial Advisor Optional /by Cillah.Hall

Experienced Financial Advisor:

The Value of 529 Savings Plans Remains a Best Kept Secret

by Ken Cella

Graduation season. Whether high school or college, this life milestone is filled with promise for a bright and prosperous future. However, with 69% of college students graduating with an average debt of $29,900, and 14% of their parents carrying an average of $37,200 in federal parent PLUS loans, for many families the promise is clouded by debt that can put both the graduate and their parents, who are approaching retirement, at significant financial risk.

The Rising Cost of College

From 2012 to 2021, student loan debt grew 70% to $1.7 billion, according to Federal Reserve estimates. At the same time, the average cost of attending a private college grew 17%. Despite these increases, 10 years after we launched the annual Edward Jones 529 survey,* nearly two-thirds of Americans still don’t know the value of tax-advantaged 529 education savings plans. In fact, only one-fifth of parents in the U.S. report that they have saved or are planning to save for theirs or their children’s education using a 529 plan.

Confusion and Misinformation

As 529 plans have evolved over the past 10 years, more myths and misunderstandings have surfaced about their value. For example, according to our survey, 14% of respondents thought they’d be penalized on unused funds if their child wound up not going to college. Seven percent of survey respondents believed they would lose all they saved if their child qualified for a full-ride scholarship. Other barriers to saving for their children’s education included paying off their own student loans, the fear of being penalized on unused funds if a child doesn’t go to college, and the feeling that they don’t make enough money to open a 529 account.

Clearly, there is a disconnect between increasing student debt, rising college tuition and awareness of strategies available to save for education.

We know that education is among the biggest contributors to earnings potential. It can lift families and communities out of poverty, and it is a cornerstone for financial security.

Our Responsibility

Despite the perceived barriers, saving for education remains a top three financial priority for many Americans. However, 67% of survey respondents said they were not aware of the features and potential tax benefits of 529 plans and 65% didn’t know about the possible uses of 529 funds beyond paying for college tuition.

Graduation season is the perfect time to talk with clients about education goals for their children, grandchildren, or themselves. We know that education is among the biggest contributors to earnings potential. It can lift families and communities out of poverty, and it is a cornerstone for financial security. I don’t know a client that doesn’t want this kind of security for themselves, their children, or grandchildren.

A practical tool to help teach clients about financing education is the Edward Jones Financial Fitness Paying for College module. It provides a solid overview and includes calculators to help clients understand expenses to consider and establish an education savings goal.

Your commitment to raising awareness about the advantages and flexibility of 529 plans will help raise up communities as families across the country no longer feel like saving for- and pursuing- education is an out-of-reach goal.

*A Look at Student Loan Debt Statistic for 2021

This survey was conducted by global data intelligence company Morning Consult among a national sample of 2,220 adults from 18 to 65+.

*This year’s awareness level is “down from the firm’s 2012 study,” conducted by Opinion Research Corporation, “where awareness stood at 37%.”

Withdrawals used for expenses other than qualified education expenses may be subject to federal and state taxes, plus a 10% penalty. Under federal tax law, 529 Plans can be used to pay for up to $10,000 of tuition expenses per year, per beneficiary, in connection with enrollment at an elementary or secondary school (public, private or religious). Before using funds for elementary and/or secondary education expenses, please consult with the plan sponsor and/or a qualified tax advisor to avoid incurring potential state tax consequences and/or penalties. Tax issues for 529 plans can be complex. Please consult your tax advisor about your situation.

An Alternative to Going Independent

April 26, 2021/in Experienced Financial Advisor Optional /by ndowney

Experienced Financial Advisor:

An Alternative to Going Independent

Woman conversing with couple over coffee

As technology and client service methods evolve, the financial services industry is experiencing a great deal of transition. The pandemic accelerated these changes and highlighted the need for financial advisors to understand clients’ changing investment goals. Many experienced financial advisors are rethinking how to:

Best serve their clients’ changing needs
Continue to advance and grow their practice
Achieve continued success in a changing environment.

Many experienced financial advisors are considering the best firm structure to achieve these objectives – and for those desiring more autonomy, that may mean exploring the independent model.

Finding the Right Balance

While going independent has its appeal, many experienced financial advisors come to realize that independence does not always provide their practice with the necessary support needed for long-term success. If you’re thinking about taking the leap to independence, you must not only consider impacts on your business objectives, but also the challenges (and even surprises) that come with operating in the model. For most, the optimal need is finding a unique balance of autonomy and home office support and structure.

Being Your Own Boss Can Be Costly

Although you can expect a much higher monthly payout when you operate in an independent business model, there are significant costs to consider before making a move, including:

Office equipment and furniture
Rent and utilities
Support staff wages and benefits
Marketing materials
Licensing and fees
Accounting and legal services
Regulatory, field supervision, compliance

The Best of Both Worlds: Independence + Support

For financial advisors who have an entrepreneurial spirit but also want the security and support of a larger, established firm, Edward Jones may be the ideal choice. Financial advisors have a firm-provided office in a community of their choosing, a branch office administrator to help manage daily activities and access to resources to help build a successful practice. This robust offering enables financial advisors to continue building their practice and stay focused on serving clients. Additionally, Edward Jones offers the support of a national, full-service brokerage with a large suite of products and the technology today’s financial advisors need to attract prospective clients and deeply serve existing clients.

The Support You Need to Succeed

In addition to a firm-provided office and branch office administrator, more than 6,000 home office associates are there to support your success. A dedicated team will ensure a smooth process as you transition your practice and your clients will benefit from specialized home office resources, including:

Client Consultation Group, which offers resources and expertise to meet the unique needs of your high net worth clients
Edward Jones Trust Company adds a dedicated Portfolio Manager and Trust Officer to the client’s service team. A team of trust professionals can provide the depth and breadth of experience to meet even the most complex trust needs, working directly with the branch teams. Services include trust administration; beneficiary assistance; investment management; management of special assets like real estate, agriculture and oil/gas interests; and fiduciary tax reporting.
Edward Jones Advisory Solutions® – one of the largest mutual fund advisory platforms in the industry

The Edward Jones Branch Team Business Model

Our unique branch team business model allows you to:

Develop strong client relationships focused on their long-term financial goals
Operate with autonomy, creating your own work/life balance
Enjoy unlimited growth potential
Offer your clients a full range of financial products

Experience a collaborative culture with the support of the wider Edward Jones network, including other local financial advisors.

A Personal Approach with Full-Service Resources

Edward Jones offices are designed to serve the financial needs of investors within their community. Our financial advisors build lasting relationships with their clients – based on a long-term investing strategy.

While the high level of service Edward Jones offers is personal, our investing expertise, technological know-how and full range of financial solutions give our financial advisors the ability to meet the most sophisticated investors’ needs.

Does the Edward Jones Difference Make It a Better Choice for Your Practice?

We believe so.

Unlike many financial organizations, Edward Jones purposefully remains a privately owned partnership. Without having to meet the short-term expectations of shareholders, Edward Jones can support its financial advisors in growing their practices.

It’s also important to consider that at Edward Jones, we have a single profit center: our financial advisors serving their clients. That means financial advisors have the freedom to recommend solutions based on clients’ needs, rather than product quotas. Simply put, clients come first.

As the industry continues to shift, the Edward Jones opportunity provides financial advisors with the freedom, flexibility and support needed to successfully build their practices by deeply serving their clients.

Learn more about taking your practice to the next level at Edward Jones.

Balancing Freedom with Compensation Certainty

April 26, 2021/in Experienced Financial Advisor Optional /by ndowney

Experienced Financial Advisor:

Balancing Freedom with Compensation Certainty

It’s no surprise that compensation is a leading factor when financial advisors are considering changing firms. In the AdvisorHub study on brokerage-firm culture, done in partnership with Edward Jones, financial advisors said compensation was the top reason they’d consider leaving their current firm. While going independent is tempting for financial advisors looking to make a change, it may present considerable compensation uncertainty.

In a competitive landscape, recent enhancements to Edward Jones’ compensation structure are giving experienced financial advisors a strong reason to consider moving their practice to Edward Jones. The difference? Edward Jones compensation plans are designed to set up experienced financial advisors for success, individually evaluated and providing a competitive salary based on the assets they bring to the firm.

Transitioning experienced financial advisors can own their success on day one and avoid the compensation risk of independent practice. It’s the best of both worlds – support from a home office and autonomy to grow their practice independent of firm sales goals. Edward Jones financial advisors run their own offices, set their own goals and partner with clients on achieving their financial and life goals – and compensation reflects success in those efforts.

There are no loans in the Edward Jones compensation package. No upfront or back-end payments requiring certain production levels. No claw backs and financial advisors are not contractually bound to the firm for the long term.

As a private partnership, Edward Jones has long held a transparent compensation philosophy – with less complexity and fewer modifications compared to the industry – that helps financial advisors uniquely realize their potential. First and foremost, compensation is commensurate with a financial advisor’s experience and practice maturity. New plan features are designed to optimize the financial opportunity and are tailored to support an individual’s unique practice. Key features include:

12 Months Salary: The firm will provide salary for the first 12 months based on the portability of the financial advisor’s previous assets. All commissions and fees are additive, so it closes the gap between prior year income and the commissions earned during the transition.

New Asset Compensation: Edward Jones will compensate financial advisors for new assets gathered and brought to the firm for the first 24 months.

Bonus Compensation: Financial advisors are eligible for profitability bonuses on their start date, which are paid on a trimester basis.

No “Loans”: There are no loans in the Edward Jones compensation package. No upfront or back-end payments requiring certain production levels. No claw backs and financial advisors are not contractually bound to the firm for the long term.

This “no ceiling” compensation approach is why some come – and stay. In fact, since 2016, approximately 80% of financial advisors who joined Edward Jones from other firms remain today.

For experienced financial advisors considering a transition, Edward Jones balances freedom and flexibility with the certainty of a salary. Edward Jones financial advisors are rewarded for their hard work in the short-term and provided with the support they need to reach their full potential long-term. Learn more about compensation for experienced financial advisors at Edward Jones.

The Time Is Right to Close the Life Insurance Gap

April 16, 2021/in Experienced Financial Advisor Optional /by ndowney

Experienced Financial Advisor:

The Time Is Right to Close the Insurance Gap

by Ken Cella

In 2010, 63 percent of Americans had life insurance, according to LIMRA. By last year, that number had dropped to just 54 percent. LIMRA’s research also revealed that 30 million American families lack life insurance, and another 30 million more are underinsured. That is a tremendous gap that leaves far too many families at risk.

And the risk is real: 44 percent of families say they would face financial hardship within six months if the primary wage earner died. For 28 percent of families, the hardship would begin within a single month. If you think about that in the context of the more than 400,000 families that have lost a loved one from COVID-19 in the U.S., the importance of having life insurance in place becomes even clearer.

As a community of financial advisors, we have the opportunity to help close this gap and help families feel more secure about their financial futures. Fortunately, there’s a resurgence in the level of interest in life insurance these days. I am moved by LIMRA’s research, which found that six in 10 Americans have a heightened awareness of the importance of life insurance due to COVID, and 7 in 10 say the pandemic has been a wake-up call to re-evaluate their long-term financial goals. Going a bit further, nearly 30 percent of Americans say they’re more likely to buy life insurance due to COVID-19, and nearly 70 percent of people who already have coverage say they’re likely to buy more.

Interest in life insurance is high, as the pandemic has caused it to be top of mind for many, but it’s also clear that people are uncertain about how to ensure that they’re getting the right type and amount of life insurance for their individual situations.

Clearly, the appetite for either adding or increasing life insurance is there for many Americans. This is something we should be discussing with clients, especially those who have experienced a significant life change, such as having a baby or buying a house. But even those without such an event may be thinking that they need to evaluate their coverage options.

We know that people, families and yes, our clients, are going to need clear guidance to help them select the policies that are right for them and incorporated into a complete and personalized wealth strategy for each person. LIMRA, for example, has found that only about a third of Americans understand the basic concepts about life insurance – but those who work with a financial advisor are more likely to have a higher understanding. They also found that more than half of all consumers without life insurance say they haven’t bought it because they don’t know how much they need or what type to buy.

There’s clearly a strong role for each of us as a community of financial advisors to play here. Interest in life insurance is high, as the pandemic has caused it to be top of mind for many, but it’s also clear that people are uncertain about how to ensure that they’re getting the right type and amount of life insurance for their individual situations.

Make a point to ask about life insurance in your upcoming conversations with clients. Be proactive – it may not be a subject your clients will broach on their own. Be prepared to provide guidance and coaching and answer questions in a way that your clients will understand. By doing so, you’ll not only be helping your clients build a more secure financial future, but you’ll be giving them a tremendous gift: confidence and personal wellbeing. It’s a great way to make a positive impact in their lives.

Edward Jones is a licensed insurance producer in all states and Washington, D.C., through Edward D. Jones & Co., L.P. and in California, New Mexico and Massachusetts through Edward Jones Insurance Agency of California, L.L.C.; Edward Jones Insurance Agency of New Mexico, L.L.C.; and Edward Jones Insurance Agency of Massachusetts, L.L.C. California Insurance License OC24309

Building Resilience During the “Female Recession”

March 13, 2021/in Experienced Financial Advisor Optional /by myto

Women’s History Month

Building Resilience During the “Female Recession”

by Ken Cella

In March, we celebrate Women’s History Month, a tradition that began in 1987 to celebrate women’s contributions to history, culture and society.

As we recognize Women’s History Month in 2021, however, we are reminded that the year that has passed since last year’s celebration has been a difficult one for many women. The COVID-19 pandemic has had a disproportionate impact on women. In fact, it’s so profound that some have described it as a “female recession.”

According to the Labor Department, women are down 5.4 million jobs since February 2020, while men are down 4.4 million. In December alone, women lost 196,000 jobs – while men actually gained 16,000 jobs.

Our own research shows that the indicators go even deeper than that. A survey we did in partnership with Age Wave showed that while 56 percent of men are confident about their retirement, only 41 percent of women say the same.

Obviously, as financial advisors, we want to help. And there are ways we can help women who have been negatively impacted by the events of the pandemic to get their finances back on track. First, it’s important to understand where they’re coming from.

For example, research from Age Wave shows that while most women are confident in financial tasks such as paying bills and budgeting, only about half say they’re confident in managing investments. Part of a financial professional’s job, then, is to find ways to encourage those who aren’t as confident to take their first steps in investing.

It’s also important to recognize that younger generations are, generally speaking, quite financially savvy. A 2020 study from Boston Consulting Group found that 70% of millennial women take the lead in all financial decisions, compared to just 40% of female baby boomers.

With this information in mind, we as financial advisors need to create experiences that meet women where they are. We need to adjust our approach based on whether they’re financially savvy, very new to finance and investing, or somewhere in between.

Different life situations may impact their needs as well. Whether they are choosing to live independently, becoming a business owner, caring for family members or furthering their education later in life, each client will have her own set of goals that we need to identify and help them build toward.

Most importantly, we must take a human-centered approach to serve our clients in a comprehensive way, applying equal parts knowledge and empathy to help them weigh complex tradeoffs as we co-create a strategy that will help them achieve what’s most important to them.

The past year has been tough for many women, but we have an opportunity to help them still reach their goals. I look forward to the progress we’ll all make between now and next year’s Women’s History Month.

A Gift to Your Clients: Helping Them Live Purposefully

December 29, 2020/in Experienced Financial Advisor Optional charitable, charitable gifts, charitable groups, clients, financial, gifts, giving, groups, help, helping, live, lives, pandemic, purpose, retirees, retirement, spirt, spirt of giving, time, useful and rewarding /by myto

Experienced Financial Advisor:

A Gift to Your Clients: Helping Them Live Purposefully

by Ken Cella

It’s the holiday season – and in this year of the pandemic, the spirt of giving is needed more than ever. How can you help your clients express their own generosity in a way that adds purpose to their lives?

As financial advisors, we talk to our clients about the technical aspects of giving, like the possible benefits of qualified charitable distributions, but should we be going deeper? We do need to be aware that our clients may already be especially determined to make charitable gifts this year, given the pandemic-driven stresses that have led so many people to rely on charitable groups for some type of aid.

But once the holidays are over, what then? The feelings that drive clients to make charitable gifts don’t simply vanish on January 1. It’s important for us to go beyond the idea of charitable giving as simply writing checks to charitable groups, as valuable as that act is. We need to connect the spirt of giving with the concept of a purpose-driven life.

About 89 percent of Americans feel that there should be more ways for retirees to use their talents and knowledge for the benefit of their communities and society at-large, while 31 percent of new retirees say they have struggled to find a sense of purpose in retirement, according to the Edward Jones/Age Wave Four Pillars of the New Retirement study.

Since purpose is so clearly an issue with retirees are there ways we can introduce this concept into our holistic approach of providing financial advice and guidance? We can ask our clients if they’ve considered what a “useful and rewarding” life will look like for them in retirement. When they consider their social interactions now, are there gaps they will need to fill in during their retirement years? What social activities do they see themselves enjoying in retirement, whether its travel, hobbies, volunteering, etc.?

By really listening to those we serve, and understanding their concerns, interests and motivations, we can help them live their lives with purpose. And we can relate to their desire to contribute to their communities by showing how we are doing the same, in many ways.

For example, this spring, my wife and I revised our giving plan in response to current needs of our family, friends and the community. We took stock in the ways we can give of our time, affirmation, influence, connections and financial to be responsive to the challenges of the triple pandemic.

Our role is about helping our clients connect to their purpose and prepare for what is ahead.

Today’s retirees face a new challenge and opportunity: how to use their newfound time and affluence. They don’t just want to keep busy; they want to spend their time in useful and rewarding ways.

How Can We Help the Caregivers?

November 19, 2020/in Experienced Financial Advisor Optional advisors, alzheimer's association, association, care, caregivers, caregivers often, caregiving, caring, clients, dementia, families, family, financial, financial advisors, help, loved, personal, plan, support, women /by myto

Experienced Financial Advisor

How Can We Help the Caregivers?

by Ken Cella

Do you have loved ones who have been affected by Alzheimer’s or other forms of dementia? I do – and I’m committed to being part of the effort to find a cure. But in the meantime, I hope that, as financial advisors, we are doing whatever we can to support those of our clients who give so much of themselves to help their loved ones dealing with this terrible illness or any other serious health issue.

Clients who serve as caregivers, often for aging family members, typically face emotional and physical stress. Simultaneously, caregiving can lead to financial stress, too, as caregivers often are forced to scale back their careers or leave them altogether or go into debt to pay for long-term care or other expenses that may not be covered.

Nonetheless, as financial advisors and trusted guides, we can help families plan for, respond to and bounce back from adversity. In short, we can nurture and support their resiliency.

Still, the challenge is significant. Consider this: In 2019, caregivers of individuals with Alzheimer’s or other dementias contributed more than 18 billion hours of unpaid care, worth about $244 billion in services, according to the Alzheimer’s Association, which also reports that about two-thirds of caregivers are women and one-third of dementia caregivers are daughters.

This caregiver gender gap is a matter of great concern, because many women who are now caring for aging parents also have taken time out from the workforce earlier to care for young children. And women who leave work to care for an elderly family member lose wages and the ability to contribute to 401(k)s or similar plans. Plus, they also lose an average of $131,000 in lifetime Social Security benefits, according to the Brookings Institution.

Of course, while this “big picture” is daunting, there’s great variation in individuals’ lives. Consequently, we must take a holistic look at our clients’ health, family and financial situations, being aware that their choice of becoming a caregiver is highly personal. Still, we can provide valuable help.

Many of our usual points of advice are applicable to caregivers, such as contributing to an employer-sponsored retirement plan, maintaining an emergency fund and keeping a lid on debts. These pieces of guidance will certainly depend on a caregiver’s employment status and financial resources, so we need to be highly sensitive to these factors as we offer suggestions.

And by taking a comprehensive approach, we can help caregivers think differently about their situation. For instance, it’s possible they could get some compensation for their caregiving duties. Many local governments pay non-spouse caregivers who act as personal attendants, although the rules vary greatly by state and county.

We may also need to connect clients to tax or legal professionals to establish necessary arrangements, such as a financial power of attorney. Just the existence of this document may help clients avoid getting their personal finances entangled with those of the individual for whom they’re caring.

In addition to our knowledge, we need to demonstrate what should be our greatest asset – empathy. There’s tremendous pressure associated with caring for a loved one with an injury or a disease such as Alzheimer’s, and we need to understand what our clients are going through and show our tangible support. At Edward Jones, we’ve partnered with the Alzheimer’s Association in various ways – walking, educating and advocating – to help our clients, colleagues and communities as we work to end this terrible disease.

Furthermore, we help sponsor the Alzheimer’s Association 24/7 Helpline, which provides reliable information and support to anyone who needs assistance. The Helpline is staffed by knowledgeable Alzheimer’s Association professionals and serves people with Alzheimer’s and other dementias, caregivers, families and the public.

November is National Family Caregivers Month, dedicated to supporting caregivers as they care for others. This year’s theme, “Caregiving Around the Clock,” describes the essence of the total commitment caregivers are making on behalf of their loved ones. The physical, emotional and financial toll caregivers face can be overwhelming. As financial advisors, and as an industry, we owe it to the families we serve to listen with an empathic ear while helping them plan for their futures.

There’s No Ceiling on a Woman’s Potential at Edward Jones

Experienced Financial Advisor:

There’s No Ceiling on a Woman’s Potential at Edward Jones

Read the transcript or view the audio described video.

Listen to some of our most successful women Financial Advisors as they share their insights on how Edward Jones has supported and guided them in growing their financial advising practices. See how Edward Jones may be the place for you to reach your full potential.

After viewing this two-minute video, consider learning more about the Edward Jones Opportunity by going to edwardjones.com/knowmore. And to start a conversation about moving your practice to Edward Jones, email us at JoinEj@edwardjones.com. A representative from Branch Development will respond quickly.

Highest in Employee Advisor Satisfaction Among Financial Investment Firms

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Five Leadership Lessons Learned During the COVID-19 Pandemic

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1. Have a Clear Why

2. Develop a Set of Guiding Principles for Decision-Making

3. Be Comfortable Leading Without a Playbook

4. Communicate With Knowledge and Empathy

5. Be Purpose-Driven in Everything You Do

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The Value of 529 Savings Plans Remains a Best Kept Secret

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The Rising Cost of College

Confusion and Misinformation

Our Responsibility

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An Alternative to Going Independent

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Finding the Right Balance

Being Your Own Boss Can Be Costly

The Best of Both Worlds: Independence + Support

The Support You Need to Succeed

The Edward Jones Branch Team Business Model

A Personal Approach with Full-Service Resources

Does the Edward Jones Difference Make It a Better Choice for Your Practice?

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Balancing Freedom with Compensation Certainty

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The Time Is Right to Close the Insurance Gap

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Building Resilience During the “Female Recession”

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A Gift to Your Clients: Helping Them Live Purposefully

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How Can We Help the Caregivers?

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There’s No Ceiling on a Woman’s Potential at Edward Jones

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