Company News

Symposium Success

June 2nd, 2016|

By: Jason G. Clouse, AWMA®, Financial Consultant

Just a few weeks ago I traveled to St. Louis to attend the Benjamin F. Edwards & Co. Wealth & Investment Symposium—where my firm’s subject matter experts and industry leaders get together to discuss key strategies, trends and techniques facing the financial services industry today. At this annual event, 50 […]

My “Why”

December 16th, 2015|

By Chris McNew, RICP®, Branch Manager, Senior Vice President – Investments

My “why” in making the move to Benjamin F. Edwards & Co. is that I wanted to be back in the driver seat of my career and have the freedom to address my clients’ needs as I see fit. I also wanted the ability to […]

2015 Annual Leadership Forum: An Advisor’s Reflection

November 3rd, 2015|

By Jeff Weiner, Financial Consultant

Recently, I attended my firm’s Annual Leadership Forum in Amelia Island, FL, where I—along with 43 of my colleagues—were recognized as top advisors of our firm. My time in Amelia Island gave me renewed conviction that Benjamin F. Edwards & Co. is truly the right place for my clients and me.

During […]

Keeping an Eye on Things

June 11th, 2014|

By Joanne M. Welker, CFA, Senior Vice President and Manager, Advisory Services

Periodically, a media outlet will report on action taken against a money manager who had not handled an account appropriately. After one of these well-publicized events, I often get a client question about “Ponzi Schemes” and knowing how to spot one. Often if one […]

Naples: An Advisor’s Perspective

May 2nd, 2013|

By Grant Ingram, CFP®, Co-Branch Manager and Senior Vice-President – Investments, Leawood, Kansas

My wife and I just returned from the first-ever Benjamin F. Edwards & Co. recognition trip to Naples, Fla. We had a wonderful time visiting with our advisors from across the country. At the same time, I had the opportunity to catch up […]

GetInAtBenEdwards.com: Telling Our Story Online

April 5th, 2013|

By Kim Landry, Vice President, FC Development

In his latest “Update,” our CEO Tad Edwards announced GetInAtBenEdwards.com, our new website for advisors. In doing so, he also made the point that a high percentage of advisors who visit our Home Office tend to join Benjamin F. Edwards & Co.

This fact was a key positioning point for […]

A “Best” Place to Work: But Why?

March 26th, 2013|

By Cindy Becker, Senior Vice President and Chief Administrative Officer

Recently, I attended a breakfast where our firm was being honored as a finalist in the St. Louis Business Journal’s annual “Best Places to Work” competition. Our St. Louis area employees made this accolade possible after responding to the newspaper’s online survey about workplace features.

As […]

Sales Leadership Forum: Great Insight and Reassurance, An Advisor’s Point of View

November 6th, 2012|

By Brad Pease, Managing Director – Investments, Portland, OR

I recently returned from the Benjamin F. Edwards & Co. Sales Leadership Forum in Scottsdale, AZ. Having just transferred to the firm about six months ago, this was the first time for me to meet some of my peers from across the country. I was also able […]

A Branch Manager’s Recap of the Firm Management Meetings

July 19th, 2012|

By Todd Leonhardt, CFP®, Senior Vice President – Investments, Red Bank, NJ

We concluded our branch manager’s meetings in St. Louis last week. In attendance were most of our 24 branch managers, the firm’s management team, as well as many of the department heads from the Home Office. In addition, we had the privilege of hearing […]

FC Training Event

May 18th, 2012|

Knowledge is the essence of our business. And it is important to us to provide our reps ongoing access to the best minds and progressive thinking of our trusted service providers.

That’s why we recently had 25 of our FCs in STL for a two-day, info-packed seminar on advisory and wealth planning. We had great participation […]