Return to Edward Jones Home
This page includes value-add programs that have been approved for delivery by Edward Jones Home Office. For further information, or to schedule a meeting, speak to your Franklin Templeton team or email [email protected].
For Advisors: Professional Development & Practice Management
The Future Is Now
Change is happening everywhere—in how we work, live, and communicate. Today’s advances are laying the groundwork for a brighter future and unlocking opportunities for investors. Learn about: the rapid pace of progress; how new markets can create abundant opportunities; and innovations in artificial intelligence, genomics and robotics that can improve our everyday lives. This presentation is available for advisors and client-use.
Rethink Referrals
This presentation aims to provide advisors with techniques to grow their business through referrals. Advisors will learn actionable steps to create a value statement and ways to identify their best referral sources through concepts such as a client’s circle of influence, the 80/20 rule and the loyalty ladder. In addition, advisors will take-away three tangible referral systems that can be implemented - the advocate, the client, and the honeymooner referral systems.
Ethics of Aging
Some of the challenges facing an aging society include long-term care costs, health concerns, legacy planning, and exploitation fears. Though tough to talk about, these are important conversations to have. This presentation looks at the challenges ahead, but more importantly, the steps advisors and investors can take today to plan for the unknown.
Reaction to Reason
What’s the difference between IQ and EQ? This program educates on emotional intelligence and how to incorporate it in your practice for more meaningful client engagement.
Anatomy of a Recession
Thoughtful perspective on the state of the US economy with concise, practical view. The quarterly presentation provides insight on the economy’s current health and outlook leveraging the dashboards and supporting data and analysis. Find the dashboard and additional insights here.
For Advisors or Investors (Co-op): Investment Concepts & Financial Literacy
Six Barriers to Investment Success
We like to think we invest rationally but the field of behavioural finance has shown that there are social, emotional and even cognitive factors that can affect our financial decisions and stand in the way of investment success. The client-use presentation, Six Barriers to Investment Success: Uncovering Your Behavioural Biases looks at six biases from the field of behavioural finance, how these biases affect decision-making ability and the impact they can have on investment portfolios.
Aging with Dignity
This client-facing sister program to Ethics of Aging uses the acronym SHARP to recommend ways to live your life to the fullest by being safe, healthy, alert, resilient, and prepared. Note this is not a CE-approved program.
Own Your Future
Own Your Future contains all the materials you need to connect with this market and a winning sales strategy describing how to use each of the program’s components to the fullest. Extensive research underlies all the materials, which have been carefully developed to convey an in-depth understanding of the financial issues most important to women.
Uncharted Waters
Market volatility can create unease and uncertainty in regular circumstances, let alone during a global pandemic. This presentation covers historical market shocks, human nature during volatile times, and three takeaway strategies to help your clients get through it all.