On Friday, October 11th, the Daviess County CEO Cohort had the privilege of hosting three accomplished women from Edward Jones Financial: Tara Parsons, Sarah Browning, and Kristin Miles. The session offered a wealth of knowledge and insight, with a particular focus on financial decision-making, personal growth, and community connection.
The session began with a Risk Tolerance questionnaire, designed to help participants explore their financial comfort zones—a critical step for anyone looking to navigate the complexities of investments and financial planning. This activity set the tone for an engaging morning filled with practical learning.
One of the key highlights was a case study that focused on a young married couple expecting their first child. The scenario provided a real-world context for the cohort to apply their newfound financial knowledge, encouraging them to think critically about the financial decisions that accompany major life changes. This hands-on exercise deepened their understanding of risk management, investment strategy, and long-term financial planning.
Throughout the session, Tara, Sarah, and Kristin shared invaluable advice on topics that resonate both professionally and personally:
**Educating your clients/customers is paramount to building trust.
**Life experiences shape your journey, and it’s important to lean on those lessons.
**Community support is a cornerstone for success.
**Taking opportunities and seizing moments as they come can shape your future.
"**Don’t put all your eggs in one basket"—diversify and spread risks.
**Knowing your personal strengths is vital, along with mastering your 30-second pitch.
**Above all, be a problem solver.
A recurring theme of the morning was the importance of self-confidence. The phrase "You don't know until you know" echoed through the discussion, serving as a reminder to take calculated risks and trust in one’s abilities, even when facing the unknown.
The trio also highlighted a crucial distinction between the mindset of an employee and that of an owner. They encouraged participants to always think ahead and stay focused on the next step in their personal and professional journeys.
In a particularly memorable moment, Tara, Sarah, and Kristin emphasized the importance of maintaining ties to Daviess County, even if life’s path leads elsewhere. They urged the cohort to remain friendly and connected to the community that shaped them, no matter where life takes them.
As the session drew to a close, the trio left the cohort with a powerful message: person-to-person contact is irreplaceable. In a world increasingly driven by digital communication, human connection remains the most meaningful and impactful way to build relationships.
The wisdom and insight shared by Tara Parsons, Sarah Browning, and Kristin Miles made a lasting impression on the Daviess County CEO Cohort, reminding all in attendance of the importance of community, connection, and the continuous pursuit of personal and professional growth.