The freedom to build your practice your way, backed by our support. New digital tools to help you grow — and strengthen — client relationships. A purpose-driven culture built on client-first values. Training and opportunities to take on leadership roles. The ability to make a positive impact on your clients and community, with the flexibility to stay true to your values and pursue your own life goals. These are just some of the ways we can help you take your practice to the next level.

Finding Freedom in Returned Opportunity: Chad Burkhalter

Experienced Financial Advisor:

Finding Freedom in Returned Opportunity: Chad Burkhalter

Chad Burkhalter made the challenging decision to leave Edward Jones to pursue the role of an independent financial advisor. 12 years later, he’s returned. We sat down with him to learn why he chose to bring his practice to Edward Jones.

What made you return to Edward Jones?

I missed the camaraderie and the relationships I built with other people. The downside of being on your own is that you’re really on an island.

How are you able to focus more on clients with Edward Jones?

I have the opportunity to run my business the way I want, without having to worry about payroll, office problems and anything else that could go wrong with running a business. Since I don’t have to spend time working on those things, I can completely focus on my clients.

What are the advantages of working with Edward Jones?

We train our financial advisors, and everyone has the opportunity to grow. When someone is an independent financial advisor, that type of support doesn’t exist.

What do you see as the biggest opportunity of working at Edward Jones?

We all have the freedom to run our practices and focus on our clients. If someone is willing to do the work, the opportunity is limitless. What we put into this opportunity is what we get out of it – there are always new ways to challenge ourselves, continue to grow and take our work to another level.

Considering a new pathway? Discover if the financial advisor opportunity may be right for you and how Edward Jones seeks to develop your continued ambition.

Experienced Financial Advisor

Using Social Media to Build Your Career: Ben Zuckerman

August 6, 2020/in Experienced Financial Advisor Optional /by manjunath

Experienced Financial Advisor:

Using Social Media to Build Your Career: Ben Zuckerman

Considering a Financial Advisor career with Edward Jones? Hear from one of our Financial Advisors about what it’s like to build a practice in the digital age.

We recently met with Ben Zuckerman to talk about his financial services practice and learn how he uses social media to build more quality relationships within his community. After watching his father build a 27-year Financial Advisor career with Edward Jones, Ben realized that he wanted to pursue a similar career path and put his professional skills to work. Now, Ben utilizes several social media platforms to stay in contact with his current clients and find new ones as well.

What’s your primary focus when using social media?

“I focus on identifying the right people to connect with. My goal is to connect with people who will be great client partners and centers of influence. I look for those ‘stars of the city’ and try to identify the folks that are making waves in their industries.”

How do you build stronger client relationships using social media?

“Social media allows me to understand some history and background about who people are, where they come from and what they are into. During an appointment, our agenda can prevent me from gathering all those minor, but important details from a client. Initially, there is little time for building rapport, and that is a critical part of what we do. Social media lets me see things that I might have missed otherwise.”

What is your preferred social media site and why?

“LinkedIn. It’s a professional social network where I can have engaging conversations with others that add value to my practice. I use a Facebook business page to post about community service and firm news. On both LinkedIn and Facebook, I try to convey who I am as a Financial Advisor.”

Experienced Financial Advisor

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