We’ve invested $500 million into our digital strategy — evolving our technology to make you more productive and elevate the client experience. As an Edward Jones Financial Advisor, you have a full spectrum of powerful tech tools to support your practice. But more important than any one tool is how they all work together. Seamless, integrated, with easy interfaces for both you and your clients — so you can both focus on achieving their most important financial goals.
I used to have to spend 5-10 minutes of an annual review with an existing client going through every single line item they have outside of Edward Jones. Now that they’re able to link those outside accounts to Financial Foundation — it’s a huge time saver.
Financial Advisor – San Diego, CA
I have a full suite of planning tools that allow me to help the client focus on what is most important to them—whatever that is.
Alyssa Jennings Financial Advisor – Overland Park, KS
There’s a lot of transparency and a lot of information available online for our clients. At the click of a button, my clients can see their annualized returns.
Krishna Kumar Financial Advisor – Wilmette, ILOur financial advisors enjoy the efficiency and time savings that come from an integrated tool suite where all systems talk to each other. Clients can easily link outside accounts for a holistic view of their financial picture — and account information is updated in real-time. Everything works well together. Everything you need to serve your clients is all in one place and easy to access from anywhere.
Financial Foundation is Edward Jones’ proprietary tool to help clients plan for their needs and goals and see exactly where they are on their financial journey. Together, you can review client goals, time horizon for each goal and personal risk tolerance — then develop specific action items to help your clients achieve their goals on their schedule.
Setting and achieving your financial goals can be daunting without the right help. Can I save more? What do I want to do in retirement? If something changes, am I prepared?
While dozens of variables can affect your financial goals, partnering with an Edward Jones financial advisor, you can get organized so you can have confidence in your future.
Financial Foundation is an exclusive, state-of-the-art tool designed with you in mind. Together with your financial advisor, you enter your specific information:
–your savings, investments, expenses,
And, then view how each of those variables ladders up to your overall goals.
Thinking about making some adjustments? It’s easy to see how little changes can make a big difference.
In your first meeting with your financial advisor, you’ll use Financial Foundation to see exactly where you are on your financial journey. You can review all of your goals, time horizon for each goal and personal risk tolerance… You can develop specific action items to help you achieve your goals on your schedule. And then, when Life changes come, you and your financial advisor can make adjustments to keep you on the most efficient path to meet those financial goals.
Financial Foundation is one way Edward Jones provides digital solutions to fit your lifestyle, whether you’re just getting started or you’re ready to make some changes.
Ready to see where YOU stand? Schedule a meeting with an Edward Jones financial advisor today. We can’t wait to see you.
Close Transcript Please review and accept cookies to view the video.Remote system access gives you the power to work anywhere and access everything available at your branch office. At the park with your kids and need to respond to a client text? No need to return to the office to look up account information — just check your mobile app. In the office, working remotely or on the go, our tech is there for you — so you can be there for your clients.
Use e-signature to get important documents signed via email. Confirm updating a client goal with a text. Schedule an account review via Zoom. Our technology makes it easy to communicate with clients, keep them on track with their goals, and grow your practice.
Track every contact you’ve had with a client, create proactive contact plans, use relationship grouping, customize viewing options. Our CRM software gives you a complete picture of your client interactions, helping you build better relationships and stay focused on client goals.
Investors increasingly want to engage with their financial advisors through digital technology. They also want a trusted relationship with a financial advisor looking out for their best interests. Our digital tools are designed to facilitate meaningful conversations to help you discover what’s important to your clients — both existing and new — so you can build deeper relationships and help them achieve their goals.
Imagine if you could easily . . .
We designed a turnkey solution – a new Client Attraction Marketing Hub where you can easily explore proven marketing resources and activate local marketing strategies all in one place. The new hub provides easy, centralized access to tools to improve your digital presence, find new ideal clients and generate leads, and engage and nurture prospective clients currently in your pipeline.
[Text] Growing a business while also managing existing client relationships can be challenging. We’re here to help! At Edward Jones, we offer an easy-to-use tool for all your marketing needs. Our Client Attraction Marketing Hub allows you to access proven marketing resources and activate local marketing strategies all in one place.
This portal provides branch teams 24/7 access to the most up-to-date and curated resources that align to firm branding.
You have centralized access to Edward Jones marketing tools such as: Webinar Hub, Branch Website Profile, LinkedIn Sales Navigator, Facebook Boosting, Starting Point, My Priorities, Hearsay and Edward Jones Match.
You will also find client attraction resources such as: customizable marketing and prospecting materials, speaking engagements, Edward Jones Perspective Newsletter, Reputation Management materials, our graphics site and more.
Planning tools and guidance on the hub include marketing basics, dos and don’ts, ideal client resource and marketing calendars and home-office led marketing efforts.
This will enable you to develop a more strategic plan based on your business needs, whether it be building your digital branch presence, generating new leads or engaging your existing network. It’s the one-stop shop for marketing strategies you need to grow your business.
With easy navigation and multiple strategies from which to choose, you can seamlessly engage with prospective clients.
The Client Attraction Marketing Hub is one more way Edward Jones supports our Financial Advisors with the tools and functionality needed to grow successful and sustainable businesses.
Join us and see how over 6,000 home office associates are helping each of our financial advisors succeed!
[Text] Copyright 2019 Edward D. Jones & Co., L.P. All rights reserved. Member SIPC
