Video: The Financial Advisor Role: Helping Clients Achieve Their Goals
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Video Transcript
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[Mason] When someone comes into my office I’m asking them, you know, questions about their family. What their goals are. Whatever that goal is, we’re developing tailored solutions to help them get there.
[Text] Courtney Bond Walters – Edward Jones Financial Advisor
[Courtney] As financial advisors it’s not our job to know tall the ins and outs of different companies, we have analysts at our home office. You don’t have to be a financial wizard. It’s about you getting to know your clients and being able to work with them towards what they’re trying to accomplish.
[Text] Harsh Patel – Edward Jones Financial Advisor
[Harsh] Helping individuals retire it’s one of the biggest questions that a lot of our clients have.
[Text] Mason Williams – Edward Jones Financial Advisor
[Mason] How I identify, is really an educator making sure people understand what the process is, why they own what they own. What it means to take a risk in the market, or not take enough risk in the market. And them you know, the biggest thing for me is helping them achieve their goals.
[Logo] Edward Jones
[Text] Copyright 2020 Edward D. Jones & Co., L.P. All rights reserved. Member SIPC
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