Learning how to best serve investors with Edward Jones

Cathie Thacker, Branch Office Administrator, and Chris Bostock, Financial Advisor, recently returned from the Strive Top 150, a three-day recognition conference held at Edward Jones' North Campus in St. Louis, Mo. The conference provided a forum to share and learn practices that drive exceptional client service, and explore ways to better help individual investors work toward their financial goals. The Revelstoke branch team was one of just 150 to attend this event, recognizing growth in meeting investors' financial needs. Chris and Cathie are pictured here with Jim Weddle, Edward Jones' Managing Partner. Edward Jones is a privately held, associate-owned partnership that serves nearly 7 million investors, with $848 billion in assets under management. Photo courtesy of Edward Jones
Cathie Thacker, Branch Office Administrator, and Chris Bostock, Financial Advisor, recently returned from the Strive Top 150, a three-day recognition conference held at Edward Jones’ North Campus in St. Louis, Mo. The conference provided a forum to share and learn practices that drive exceptional client service, and explore ways to better help individual investors work toward their financial goals. The Revelstoke branch team was one of just 150 to attend this event, recognizing growth in meeting investors’ financial needs. Chris and Cathie are pictured here with Jim Weddle, Edward Jones’ Managing Partner. Edward Jones is a privately held, associate-owned partnership that serves nearly 7 million investors, with $848 billion in assets under management. Photo courtesy of Edward Jones

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