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Business notes

Stacey Bartelson, an Edward Jones financial advisor in Rosemount, recently attended the Edward Jones' Women's Leadership Forum at the firm's headquarters in St. Louis.

The leadership forum, held to recognize successful female Edward Jones financial advisors, provided Bartelson with advanced training and networking opportunities in which she shared business-building strategies with her colleagues.

"I found this forum extremely beneficial, particularly when we heard from firm leadership about how important it is that Edward Jones be an inclusive firm and meet the needs of the diverse communities we serve," said Bartelson.

"This forum gave us the opportunity to learn best practices, business-building ideas and strategies that have helped these financial advisors achieve a certain level of success and better serve their clients," said Amy Williams, a former Edward Jones financial advisor who now is responsible for the Women's Leadership Forum. "We can now document these ideas and use them to support other financial advisors as they provide excellent client service."

Firm leadership found the forum beneficial for both clients and associates.