SAM DEL ROWE, REPORTER, FINANCIAL ADVISOR IQ: Hi, my name is Sam Del Rowe. I'm a reporter with Financial Advisor IQ, and I'm with Jesse Abercrombie, financial advisor and general partner at Edward Jones. How do you create a holistic experience for clients, and what goes into that?

JESSE ABERCROMBIE, FINANCIAL ADVISOR, EDWARD JONES: A really solid wealth management strategy is to not only have investment advice that you're providing, but also have some form of an advance plan or some form of advance strategies. Those advance strategies will be helping the client with their estate planning, their tax planning, wealth protection, and even charitable giving. I think if you take those three things, the investment consulting, plus that advance plan, and a solid relationship management strategy with your clients, you're going to have a very solid relationship, and you're going to be able to really work with them for decades.

SAM DEL ROWE: Jesse, thanks for taking the time to speak with us.

JESSE ABERCROMBIE: Thanks. It was a pleasure.

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