Shoot for cover Story of Research Magazine
Portrait of a Rookie - Edward Jones newbie Jonathan Israel on the fast track
Excerpts from the cover story in Research Magazine:
At 23, rookie financial advisor Jonathan S. Israel already has his own branch office, a full-time assistant, a couple of bonuses under his belt and, perhaps most important for this Edward Jones second-year FA, a healthy flow of client referrals.
"It's such a compliment hearing, 'My friend [such and such] told me I should be your client.' It really doesn't get better than that," says Israel from his Studio City, Calif., base in Los Angeles' San Fernando Valley."
"It's such a compliment hearing, 'My friend [such and such] told me I should be your client.' It really doesn't get better than that," says Israel from his Studio City, Calif., base in Los Angeles' San Fernando Valley."
But Israel isn't letting success go to his head. "It feels good to get new clients. If I can help someone and if they trust me, that's really great and I'm glad that my hard day's work has paid off. But I don't do a whole lot of celebrating because th
So, now that Israel is well into his second year as an advisor, what crucial advice can he offer brand-new trainees?
He says: "Work hard, work long hours, and be pleasantly persistent. Being pleasantly persistent has paid off a lot for me. I don't write people off after one or two visits. An objection is not always a rejection."
He says: "Work hard, work long hours, and be pleasantly persistent. Being pleasantly persistent has paid off a lot for me. I don't write people off after one or two visits. An objection is not always a rejection."
