Investing in Client Relationships

Linda Rainwater and Caroline Adams, are taking advantage of new state-of-the-art financial assessment tools to better serve clients in Owasso.

Linda Rainwater, a financial advisor with the financial services firm Edward Jones, and Caroline Adams, branch office administrator, are taking advantage of new state-of-the-art financial assessment tools to better serve clients in Owasso. The technology is an engine for financial advisors to identify and prioritize clients’ financial goals, analyze information, make and implement recommendations, and stay on top of progress.

“These tools better equip me to help clients walk through a process that will help them set realistic long-term financial goals versus just buying stocks, bonds and mutual funds,” Rainwater said. “My clients want to know, ‘Can we afford to retire? What type of income can we expect during retirement without outliving our money?’ This technology helps me better answer those questions.” In fact, Rainwater and Adams recently attended an advanced training seminar in Tulsa to learn more about these tools.

Another aspect of the technology Rainwater and Adams are excited about is their ability to deliver more customized, easy-to-understand reports. At a glance, the added color and graphics illustrate important data and steps clients need to take to help reach their goals.

“When I sit down with my clients, my job is to help them articulate their long-term financial goals and then gather enough data to create tailored financial road maps they can follow,” Rainwater said. “I believe this behind-the-scenes technology will improve conversations about why people invest and – over the long haul – help them stay on track.”

Edward Jones provides financial services for individual investors in the United States and, through its affiliates, in Canada and the United Kingdom. Every aspect of the firm’s business, from the types of investment options offered to the location of branch offices, is designed to cater to individual investors in the communities in which they live and work. The firm’s 12,000-plus financial advisors work directly with nearly seven million clients to understand their personal goals – from college savings to retirement – and create long-term investment solutions that emphasize a well-balanced portfolio and a buy-and-hold strategy. Edward Jones embraces the importance of building long-term, face-to-face relationships with clients, helping them to understand and make sense of the investment options available today.

Edward Jones, which ranked number two on Fortune magazine’s “100 Best Companies to Work For 2009,” is headquartered in St. Louis. The Edward Jones interactive website is located at www.edwardjones.com, and its recruiting website is www.careers.edwardjones.com. Member SIPC.For more information, contactLinda RainwaterEdward Jones 8805 N. 145th E. Ave., Ste. 106Owasso, OK 74055(918) 274-7044 www.edwardjones.com