Guest Speaker | Todd Stonewater | Financial Advisor |
Edward Jones
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Joining CEO this morning via Zoom was Todd Stonewater, financial advisor at Edward Jones. Todd started college on the track to become a lawyer, but eventually pivoted into financial planning. His story is a great demonstration that life is rarely ever a linear, straightforward path.
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Todd's advice for how to succeed in the financial industry can be applied to any career path:

• Find opportunities to push yourself, test your boundaries and make you grow.
• Failure is not always a bad thing. You will learn more from failures that your success.
• Confidentiality, especially within the financial field, has to be taken extremely seriously.
• Exercise empathy, you have to be willing and able to put yourself in your clients’ shoes.
• Always welcome feedback and different viewpoints – it is key to growth.
• Put the time in to building and maintaining relationships.
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A big thank you to Todd for taking the time to join us today!

https://www.edwardjones.com/us-en/financial-advisor/todd-stonewater

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