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Edward Jones Connection:
Financial Advisor Jodi Nastor came to Edward Jones looking to align herself with a higher level of service for her clients. Over the last several years, Edward Jones has spent considerable time and resources developing our information technology systems and infrastructure. Learn how Jodi takes advantage of these technologies to drive value for her clients.
What are some of the first things you noticed about the technology at Edward Jones?
It’s faster, quicker and better. It’s simple, but true. Our systems are very well-integrated with one another. I don’t have to bounce from program to program or worry about the system going down. Here, I can go from screen to screen and work with my clients without worrying about my technology failing me.
How does using our technology allow you to better serve your clients?
In banking, you’re only allowed to sell one type of fund, but you have to use multiple programs to do so. At Edward Jones, I can sell multiple types of funds, from stocks to bonds to whatever I like, and it all goes through one, unified system. It’s a nice change that allows me to focus my attention on finding the solutions that are right for my clients.
Explore an opportunity that grants you more productive technology and more time to build your business. Explore the Edward Jones financial advisor opportunity.
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