In addition to three other local winners of the Five Star Award for professional services, Bill Chandler, a financial advisor with Edward Jones, has won the award as well. This is the third straight year Chandler has been recognized for his services.
“It’s definitely an honor. I’m extremely honored,” Chandler said. “It’s very humbling to receive it, but the fact it’s the third year in a row is very powerful because, at the end of the day, client satisfaction is really why we exist. I think this is kind of a reflection of those efforts.”
The three other local winners this year are Gene Lee and Chuck Nida of Peachtree Planning and Susan Simonton of Simonton Financial Associates. Lee, Nida and Simonton have won the award multiple times as well.
Chandler believes Edward Jones’ narrow focus on retirement planning is the company’s strength and contributed to his win.
“I would say one of the things that we really strive for, and kind of separates us, is we really don’t try and serve all types of clients,” he said. “Our focus is really on one client and doing one thing, and our client that we are focused on is the long-term, conservative individual investor. Our primary focus is on helping clients plan for, and live in, retirement. We’re not trying to be all things to all people, in other words ...
“What it really allows us is to have just a very straight-line process to get to know them. We work really hard to get to know each client and their particular situation, and really that’s just the only way we know how to give the best advice. Since we’re usually with just that one type of client and we just know how to do a very good job.”
As part of his customer service, Chandler said he makes an effort to stay in communication with his clients. He has a regimented schedule that ensures he speaks to his clients on a regular basis.
In addition to the local office’s Five Star Award, Edward Jones as a whole was named highest in financial advisor satisfaction by J.D. Power and Associates for 2013. Though he appreciates both awards, Chandler believed there is a more important recommendation for his business: word of mouth.
“Really, the biggest endorsement we ever have from a new, potential client, is that most of them come through the referral of an existing client. That’s really the strongest, most overwhelming force of us getting new clients is a referral and the good word of our existing clientele we’ve been working with,” he said.
“We appreciate the opportunity at the end of the day. We feel like we’re making a serious impact on people’s lives and it’s very humbling to be given the opportunity to make such an impact and help them with their planning for retirement.”