Technology Boosts Women Advisors, Edward Jones Says

Technology Boosts Women Advisors, Edward Jones Says

by Karen DeMasters

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According to a survey of more than 100 top-earning women financial advisors at @EdwardJones, ongoing training and coaching are key elements for keeping up and being competitive. by Karen DeMasters via @FAmagazine
Wednesday, November 13, 2019 - 2:00pm

CONTENT: Article

Women are still a minority in the financial services industry, but they are using technology to build their businesses and make their presence known, according to Edward Jones.

Ongoing training and coaching are keys to women financial advisors keeping up and being competitive, according to a survey of 107 of Edward Jones’s top-earning female financial advisors. 

Tammy McKennon, an Edward Jones advisor in Newport Beach, Calif., who was part of the survey, told Financial Advisor, “Continually upgrading our technology comes into play as we are trying to deeply serve our clients. It is equally important to men and women advisors, but women professionals in particular feel it is a good tool to serve clients.”

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