Earning Branch Trust through an Integrated Approach
At Crump, we provide unbiased guidance through an enhanced, consultative experience for Edward Jones financial advisors, client support teams, and clients. Below are the most productive ways we partner with branches today.
Branch Introduction & Discovery
This meeting is simply about connection — taking time to learn about each other, understand what matters most, and have an open conversation about goals, challenges, and opportunities. Think of it as the starting point for a strong, trusting partnership.
Exploring Client Protection Needs — Together
We’ll work together to identify clients who may need added protection and discuss how to approach those conversations with confidence and care. The goal is to support your branch in helping clients feel secure, prepared, and protected for the future.
Building Confidence & Reviewing Solutions
This follow-up session focuses on reviewing potential protection strategies and aligning on the best path forward. The goal is to provide thoughtful support, refine ideas, and help financial advisors feel fully prepared and confident when discussing solutions with clients.
Moving from Solutions to Action
During this step, solutions are presented to the client – either advisor-led or in partnership. The focus is on clear communication, shared expertise, and helping clients feel informed and confident in decisions that support and protect their overall goals.
Applying for Coverage
A supportive step where we help you guide clients through the application process with care and clarity. Together, we help ensure everything is understood, questions are answered, and the experience feels smooth, supported, and aligned with their expectations.
Expanded Partnership Through Group Meetings
Workshops designed for Edward Jones Financial Advisors
This interactive workshop brings Edward Jones financial advisors together to explore meaningful protection planning opportunities through a client-first lens. Through two interactive sessions, advisors will strengthen how they identify client needs, engage in thoughtful protection conversations, and confidently move from insight to actionable next steps in partnership with Crump.
Seminars designed for Edward Jones Clients
By bringing financial advisors and clients together in group settings, we create opportunities for shared learning, thoughtful discussion, and stronger connection. These collaborative sessions help simplify complex topics, build confidence, and support meaningful client decisions — all while reinforcing the advisor’s trusted role.
Workshops designed for Edward Jones Client Support Teams
This educational session focuses on process and expectation setting that helps create a streamlined, consistent client experience. By aligning workflows, communication, and follow-up practices, teammates strengthen the foundation behind every client interaction — helping ensure clients feel supported, informed, and cared for at every step of their journey toward protection.
