Edward Jones

What did the client want to achieve?

• Scale practices, refine client acquisition, and reach elite status.
• Improve confidence, mental health, and overcome fear.
• Balance work and family priorities.
• Build consistent processes for time management, accountability, and growth.
• Achieve financial freedom and reduce stress for long-term lifestyle satisfaction.

The Approach

Southwestern Consulting coached Edward Jones financial advisors using a time-tested 150+ year model, which includes a 12-month, tailored “whole person” approach to Sales & Leadership Coaching.

Whereas Edward Jones’s internal coaching is primarily business-focused — emphasizing sales metrics and branch performance — SWC’s approach expanded further to include:

• Business Performance: Relationship building, intentional prospecting, including client asset mining, referral gathering , objection handling, client Goodknight language, AUM, and revenue growth.
• Leadership Systems: Delegation, equipping, empowering, accountability, public speaking, critical conversations, for both branch and region leadership.
• Personal Well-Being: Confidence, stress reduction, work-life balance, and health priorities. By delivering holistic coaching, SWC helped Edward Jones advisors achieve measurable growth while also reinforcing the firm’s 2025 priority of Promoting Healthier Futures — supporting not just financial practices, but the overall well-being of colleagues.

Results

AUM GROWTH

89% of respondents reported AUM growth since coaching.

REFERRALS & PROSPECTING

53% reported meaningful increases in activity.

TIME MANAGEMENT

76% reported notable or significant improvements in time management skills and overall work life balance.

LEADERSHIP SYSTEMS

74% improved their leadership systems for their branch and region.

CONFIDENCE

93% reported stronger confidence in business and life

ROI

87% rated coaching ROI as a 4 or 5 on a 5-point scale.