Amplifying Our Advisors: Anthony Joseph Pullano
After transitioning to Edward Jones in 2015, Financial Advisor Anthony Joseph Pullano realized how the firm’s advanced technology and seamless systems positively impacted his practice. Learn how Anthony utilizes these tools to increase his productivity and focus on what’s important—his clients.
What stands out to you the most about the tools you use at Edward Jones?
It’s great to have technical tools that work so well together. At my former job, toggling back and forth between screens was a waste of time, because it didn’t allow me to have as much face time with my clients as I would have liked.
Regarding productivity, how do these tools help make the most out of your time?
The cross-platform technology allows me to have more time to spend with my clients, as opposed to working on things behind the scenes and worrying about how and when it’s going to get done.
Is there a specific feature you are particularly fond of?
The tools we have let us see information for not only an individual but also an entire household. I think that’s an incredibly useful feature.
If you’re looking to improve the service you can provide to your clients, then learn more about the financial advisor opportunity at Edward Jones.
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