Project Description

Edward Jones
  • Discovery:

    Identified the need to elevate customer care and transparency.

    This become their EDGE- their point of difference

  • Define:

    Re-brand to deliver clear message.

    Identified targeted client base.

    Created activation plan and next steps.

  • Deliver:

    Reopened under new broker.

    Successfully focusing on client care with core customers. Managing portfolios to meet their financial goals.