ST LOUIS – Keith Ross, a financial advisor with the financial services firm Edward Jones in Matthews, and Heidi Bass, a branch office administrator, recently attended an invitation-only training opportunity at the firm’s headquarters.
The three-day Advanced Practice Management Forum is offered to branch teams throughout the country who rank among the top third most successful in the firm in helping clients work toward their long-term financial goals.
“Attending this training together will help us better serve our clients,” Bass said. “We now share a clearer vision of the best practices, tools and resources to use in earning new clients, deepening relationships with existing clients and overall delivering an ideal client experience.”
Call 704-882-2624 or visit www.edwardjones.com/keith-ross for details.