Kudos to the team at Edward Jones!
This past weekend I drove to Winter Park, CO, to speak to a group of financial advisors with Edward Jones.
The gals I worked with were enthusiastic. They loved their jobs and learned how to better equip themselves to better serve their clients by being organized.
Attitude is everything. When you attack your organizing needs with a positive outlook, look out clutter – your days are numbered!
Where we met
The meetings were held at the Woodspur Lodge in the heart of the ski town of Winter Park. The trees were at their best color and I took full advantage of the time there by taking an extra day to tour the area and take it all in.
I absolutely love Colorado and I have traveled over much of the state but had never been in this area. I spent the whole day basking in the warm sun, driving to different areas just to view the mountains and the changing colors of the Aspen trees.
What a glorious time! Beautiful people to speak to, beautiful area to visit, and a fabulous drive to and from the area. Folks, it doesn’t get any better than this!
What we learned
They discovered how to reclaim 50% more usable space and enjoy an hour per day of new-found free time. Then I covered the basics of how to find any document in 15 seconds. They also learned in-basket paperwork strategies and how to save hundreds of dollars on supplies.
They really enjoyed the story about my recent training class at a local credit union where one of the attendees found her lost $300 retainer for her teeth. You can never guess what you’ll find when you dig down through those mounds of clutter and untouched paperwork in and around your desk!
About Edward Jones
Edward Jones financial advisors can help you reach your serious, long-term financial goals. That is at the center of the Edward Jones investment philosophy. As a full-service brokerage firm and private partnership, they serve nearly 7 million investors with a convenient, personalized approach through more than 12,000 financial advisors in the United States and Canada.
They believe the relationship between you and your financial advisor is one of the most important aspects of successful investing. And your local financial advisor is supported by more than 5,000 associates in the home office who provide the experience, research and expertise to help you reach your financial goals.