What You Need to Know
Relationships with clients grew even more important in the past year.
Be purpose-driven in everything you do.
Diversity in our business will ultimately help everyone grow.
In 2020 we were wrestling with a triple pandemic — the health and economic fallout from COVID-19, as well as the social crisis that sparked a national conversation on racial justice that forced us to ask ourselves: Are we doing enough to make things better?
As an advisor, I always work to ensure the well-being of my clients. During the pandemic, that was more critical than ever. Some of my clients lost jobs; some had to deal with health issues; others had to contend with the shutdown of their businesses.
I had to find a way to help them through what was a very difficult time — both for them and for the country as a whole. Looking back, I can point to three lessons learned that helped me do a better job and be there for clients when they needed it most.
1. Relationships are at the heart of everything we do.
As advisors, we do more than give advice. We forge a personal connection with our clients who trust us to help them build a secure financial future.
During COVID-19, I had one client who started calling me three times a week. That was immensely gratifying. Clients in need remind me that I have the opportunity to impact those who I come in contact with.
I say this not to brag but to highlight the important role and impact we have on our clients’ lives. Our goal as advisors should be to develop these kinds of relationships with our clients.
2. Be purpose-driven in everything you do.
A sense of purpose is another way of answering the question: Why do I do what I do? At the height of the pandemic, I found the answer to the question in many ways, every single day. Through the conversations I had with clients who had lost loved ones to COVID-19. Through helping clients navigate major financial struggles.
Each day, I was reminded that our purpose at Edward Jones is to make a meaningful impact on the lives of our colleagues, clients and communities. This helped me to understand what was most important — taking care of our clients, working in partnership and valuing the contributions of every individual.