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Edward Jones team participates in advanced training
POULSBO — Todd Tidball, a financial adviser with Edward Jones in Poulsbo, and Liz McCord, a branch office administrator, recently attended an invitation-only training session at the firm’s headquarters in St. Louis, Mo.
The three-day Advanced Practice Management Forum is offered to Edward Jones teams throughout the country who rank among the top third most successful in helping clients work toward their long-term financial goals.
Tidball and McCord were among more than 180 associates, out of more than 12,000, invited to attend this session.
“The Advanced Practice Management Forum gave us an opportunity to share ideas with other successful teams, visit with home-office experts to discuss ways to meet more clients’ needs and view technical demonstrations highlighting a variety of systems and tools,” Tidball said. “Liz and I also were able to tailor some of the training to focus on areas of our business that we want to grow.”