Everyday Solutions Success Story

Step 1: Share your success story

Complete the form in under 5 minutes

* Denotes required fields

1. Your name*

Please enter your name.

2. Your e-mail*

Please enter a valid e-mail address.

3. Your mailing address*

Please enter an address 1.

Please enter a city.

Please enter a state.

Please enter a zip.

4. Which product(s) did you discuss with your client?*

Triple Rewards Mastercard

Flex Balance Mastercard

Business Mastercard

Everyday Solutions Checking

5. What triggered the discussion?*

Please describe what triggered the discussion.

6. How did you position the product/solution within the broader financial strategy?

7. What resonated most?*

Please tell us what resonated most.

8. What would you recommend to help others introduce Everyday Solutions effectively?*

Please share your recommendation.

Answer 9 questions, then select your thank-you gift.

These two steps take about 5 minutes.

Here are a couple examples:

Everyday Solutions starts with budgeting conversations.

- Financial Advisor - Farragut, Tennessee

Banking helps us to care for clients from operational funds to long-term investments.

- Branch Office Administrator - Kearney, Nebraska

Step 2: Choose your gift

As a thank-you for participating, the first 1,000 advisors who submit a success story are eligible for one of the following gifts while supplies last:

Edward Jones Travis Mathew
Polo Shirt Men's and women's polo shirts

Edward Jones Owala
Water Bottle Black Owala water bottle