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Insights: How Edward Jones Uses Incentives to Champion Women & Minorities

June 20, 2019 00:00 AM UTC
- Updated May 01, 2020 18:21 PM UTC

Retiring advisors are encouraged to share clients with women and minorities at the company. (June 2019)


[MUSIC PLAYING] When advisors are retiring, there is a financial incentive for them if they refer their business to an advisor who is a woman or person of color. And I think, as probably you can imagine, some people were really excited about that policy, but not everyone. So talk about how you've so...

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