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\u00a0New Financial Advisor:<\/p>\n<\/div>\n
From Engineer to Financial Advisor: Bob Thompson<\/h1>\n
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\nBob was an engineer for 20 years before he decided there were no more growth opportunities and he needed a change. He was always interested in financial planning, and he wanted to create a business that he could leave to his children. That\u2019s exactly what he was able to do at Edward Jones.<\/em><\/p>\n\u201cI graduated with an engineering degree and worked in that capacity for 20 years. The company I was with was downsizing, and though I didn\u2019t have to leave, I was looking for a change as I didn\u2019t see any growth opportunities there. I was interested in financial services, and I wanted to build something that I could leave to my children. That is what attracted me to Edward Jones.<\/p>\n
\u201cI saw an FA recruiting ad in The Globe and Mail and joined the firm in March 1995. I went through the financial advisor training in St. Louis and started building my business in July 1995. It was a high-risk transition for me. I wasn\u2019t being laid off from my old company, but I also understood that if I did the FA work, I could be highly successful. I was surprised I was hired without experience in the financial industry, but Edward Jones offered robust training programs. What they needed were people who demonstrated success.<\/p>\n
\u201cTwo and a half years later, I was asked to become a regional leader because I was able to grow my business tremendously. I became a limited partner a year later and joined the general partner ranks in 2001. I stepped out of the regional leader role in 2012 but continued to build my business.<\/p>\n
\u201cI have three children. My youngest daughter graduated from Ivey Business School. My hope was that she would take over, but she became a naturopath. My oldest daughter was not interested at all, and my son had gone to South Korea to teach English. He graduated with a degree in sports management but then took interest and got a diploma in financial planning. He was working at another financial firm.<\/p>\n
\u201cIn 2015, he joined me in my office, and I transitioned some of my client relationships to him through an asset sharing plan. After that, I decided to move forward with the firm\u2019s Retirement Transition Plan, which allowed me to transition my clients over a two-year period to my successors. Together, we managed a fairly large amount of assets at our branch. The Edward Jones\u2019 Retirement Transition Plan allowed us to decide how many FAs we could share these assets with. I was able to transition up to one-third of the assets to my son. The rest was transitioned to other Edward Jones Financial Advisors in our community.<\/p>\n
\u201cI am nearing the end of the two-year transition and will retire soon. It\u2019s the best succession plan I have seen because, unlike some other firms, I didn\u2019t have to find someone to buy my book of business. My dream came true. My son took over a successful business I had built. That was one of the main reasons I joined Edward Jones.\u201d<\/p>\n
If you’re ready for a rewarding career as a financial advisor, you can learn more about the opportunity<\/a> or find an opportunity near you<\/a> to connect with a recruiter.
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