Interview Patrick Ferry with Edward Jones
Edward Jones is the perfect blend of the stability, security, and guidance of a large firm while maintaining the personalized relationships, locations, and owner-run small business feel. Once folks are in the door, we help them prepare for their financial future (leading up to and in retirement, college savings, insurance needs, estate and inheritance transitions, etc...). Patrick has been with Edward Jones for 10 months and a registered financial advisor for about 7 months.
Patrick Ferry's ideal client is serious about investing and has complex financial needs (tax considerations, inheritance complexities, multiple accounts that need to work together, balancing business cash flow with investments).
One of the challenges Patrick has faced due to COVID is meeting in person with his clients. Much of his networking has been pushed into digital space.
Taking action in your business is always a benefit! Patrick created a Linkedin profile for himself. He has been using it as a way to become more connected with his clients.
Everyone can learn from challenges they face in the workplace. Patrick shares "Make sure those you're working with know you've got their best interest in mind and you're preparing them for the worst while hoping for the best instead of calling them after something bad has happened and trying to calm them down."
What is inspiring Patrick: "My family, my community, and knowing that the world is generally full of good people trying to do good things and that I can help them."