VOICE-OVER: This is Masters in Business with Barry Ritholtz on Bloomberg Radio. You know, the — the worst thing in the world is to build a really solid plan, planning on everything going right and then having things go wrong unexpectedly. Well, I — I think we’ve got to ask why is that important to do. Today, we work with about seven million clients. She was born in Urbana, OH, on December 15, 1966, to the late Arthur Pennington and Wilma F. (Campbell) Pennington-Ball. It relies on consumer spending and business investment. And — and I’ve said a couple of times what that means is folks who value relationship, who want advice and who have a long-term orientation. PENNINGTON: So while every single one of our branches has remained open, our colleagues can work flexibly and through — through all kinds of virtual means, like Zoom, and Skype, and WebEx with — with clients, investors, and prospects and with each other. How do you as a long-term advisor manage that? It was scarce in more rural communities. He oversaw a giant rise in both clients and assets. His devotion to his family and his firm belief in God supported him in his struggle and ultimately gave him peace. I loved the clients – they were like family to me! PENNINGTON: Yeah. But the markets, because — for — for a lot of reasons that we could talk about, the markets actually recovered pretty significantly. Well, you know, you could go back to — in the 1990’s and look at online trading. But let me ask you a couple of questions sort of in that — in that area. I’m not so sure I’ve seen the dollar flows match that investing enthusiasm just yet, but it certainly seems like it’s a trend that’s developing a work in progress. So the daddy-daughter CEO thing is — is kind of a fun story, but — but — but more importantly, the way that he thought about business, about leadership, about integrity and trustworthiness in the business world, about relationship building shaped me. I'll also let you know what's cooking in the kitchen and happening in the barn. And we know when they feel those things that there’s a sense of security and confidence about their long-term path. And the rest of the S&P 500 is up far less and in some and on some weeks is down. And so my regional leaders, those who showed me the way as a new financial advisor, talked to me about values, about service. Also featured was a memorial to Dora Caroline Pile, one of our most dedicated workers. PENNINGTON: Yeah. PENNINGTON: Well, what I probably didn’t appreciate as I was first starting out was how intersected the financial services industry and world is with the trajectory of history, the history of our economy, the history of formation of communities and society, the — the — the history of achievement by individuals, families and businesses. PENNINGTON: We have to be relevant to the next generation. Their trust in institutions is affected. The transcript from this week’s, MiB: Penny Pennington, Edward Jones, is below. Let’s talk about your mentors. PENNINGTON: Yeah. And then — then my predecessors as — as managing partners here, I’m a student of them. So flip that over and say that venture capital and private equity, while a really important part of capital formation and our economy, when — when an investor gets all whipped up about returns that they see or read about or hear about in those markets, they have to recognize that that comes with a tradeoff — a tradeoff of risk, a tradeoff of less transparency, different kinds of risks — illiquidity, different kind of risks than they see in the public markets. Well, what it means is that a bond that you — that you bought a decade ago in a very different interest rate environment was yielding to you a higher rate of income. And that — that — it will — it will do us good. It’s a little bit easier to take a hands-off approach or to have that done in a — in a mechanical way. What — what’s keeping you busy under lockdown, either Netflix or Amazon or — or any podcast you’re watching? I have several art books stacked up on my table. Hi, I'm Penny. PENNINGTON: … our — our colleagues could be distanced from each other, and we were deemed an essential services. Most of our branches, we have two to three people in the branch, so they are, by their nature, safe places. You know, what — what has been going on with clients and investors, the anxiety that — that this pandemic, the economic downturn and the social unrest have caused across our communities, that anxiety has impacted clients and investors. Recognizing that listening to another human being about what their hopes are, about what their fears are, and how those are changing over time, how they’re impacted — especially now by current events — really generously listening to that on the part of another human being. With over 10 years experience he's covered businesses, CEOs, and investments. Named CEO and managing partner in January, Pennington is the only woman running a major U.S. ­brokerage. And so we intend to — to continue to focus there, focus on — on the — the relationship that we have with clients, focus on a — a kind of smart consistency and serving them, but also the ability to hyper-personalized to them. Well, actually we don’t because we — we really focus on the humanity of each of our clients and discovering what it is that’s most important to them, tailoring the experience to what they need, providing to them as completely as we can an experience that improves their financial well-being thereby their entire well-being. One must visit in person and enjoy the fruits of their labor. PENNINGTON: Yeah. But the point was — was not the dancing, it was — it was raising support for that incredible organization. Richard Clarke: My extra special guest this week is Penny Pennington. RITHOLTZ: Very interesting. And the first one not to be part of the founding family, she was originally a financial advisor who just came up through the ranks. Penny Pennington, who was tapped yesterday to lead Edward Jones, will be the first managing partner who did not know the firm’s founding family. In her free time, Pennington like to get out and about in nature, citing her favorite activities as hiking (especially in the Grand Canyon), cycling, and enjoying the many parks and recreational resources St Louis has to offer. I think individual consumers are doing this broadly, aren’t we? Did you get to work directly with Weddle? PENNINGTON: Yeah. And while White House policy is going to affect those things, it doesn’t dramatically swing those things one direction or another every four years. The — what is common is the outcome that they achieve financially whatever it is that’s most important to them and that they have the — have the sense of well-being as — as we are helping them achieve that. And let’s talk about all of your essential communities. We have 49,000 colleagues all together, so we are all pulling in the same direction in terms of what drives us, Barry. But what being in the branch is, what being on the job at work for their benefit, for their well-being has meant to us is that we’re doing something bigger than ourselves. Obviously, robo-advisors were a big thing. We also help our clients with charitable planning. PENNINGTON: Yeah. And then we work with — with a significant number of businesses and business owners. My mother was an executive with Tennessee Valley Authority, and she was an executive during a time and in a place that there weren’t quite — there weren’t quite as many women as there were men. The best result we found for your search is Penny K Pennington age 80+ in South Pasadena, FL in the Pasadena on The Gulf neighborhood. We are duly registered as a firm, so we’re a brokerage firm, as well as having investment advisory fee-based platforms to help our clients and achieve their asset management goals over time. Penny is a resident of 34 Huntleigh Woods, St Louis, MO. That’s not what I’m talking about. It has proliferated. I — I — I love and appreciate, in particular, contemporary art. And words didn’t have to — have to go back and forth. That’s not just a mathematical equation. In my office, before the election, that’s all any client asked. Click below to join our monthly newsletter. PENNINGTON: Yeah, we have a local organization — a tremendous organization called the Independent Center, and they provide — they provide support services, full lifestyle support services for adults with mental illness. Did you pick up anything from him? So I was part of the Management Committee and Executive Committee while Jim was Managing Partner. The remedy is often worse than the disease; Burn not your house to rid it of the mouse. You can find them at iTunes and pretty much wherever you usually find your podcast. You began as a brokerage firm, and in the early days, most of your employees who were client-facing were brokers. Penny Pennington: I joined Edward Jones in 2000 as a financial advisor in Michigan. Those are some pretty big shoes to fill. It’s — it’s recognizing what that family desires to accomplish together and what that next generation is motivated by. And so just getting their — their quick interviews and — and getting a window into those folks — I read one of those interviews at night — is — is really inspiring as well. I grew up in Coalfield, Tennessee and now live in Knoxville, Tn. Regulation was a part of that. RITHOLTZ: Quite interesting. We could distance …. Now, you said how do we ensure that every client is having the same experience? That means they value relationship. Amazing!" part of this, a lifelong learner, someone who is really interested in — in continuing to dial up their own skills from an expertise standpoint, but also from — from — from an empathy and E.Q. PENNINGTON: Very broadly, the advice that I’d give to everyone as they think about their career is — is ensure that what you’re doing is lined up with your own personal and professional why. The experience they have may be different in terms of the products, the services, the tools that they are exposed to or that they’re utilizing. RITHOLTZ: Quite amusing. I learned how to tango. How do you manage that? So we’ve been meeting with clients, investors and prospects by Zoom in virtual means, but the financial advisors are in our branches. part is being empathetic. Penny Pennington, the new managing partner of Edward Jones and its parent Jones Financial Cos., received a 10% pay hike to $11.67 million, … PENNINGTON: Yeah, yeah. PENNINGTON: Yeah, you bet. So I’m looking at all data. What’s going to happen? Penny spent many years as a first responder. And their reflection on what’s going to be important to them and going to be driving them for the rest of their life is affected. So it’s a pretty narrow market that is driving those — those — those broad benchmarks. So we believe our opportunity remains rooted in what makes us unique, the human-centeredness of what we do and the locality of what we do. RITHOLTZ: Quite interesting. November 15, 2020 12:00pm by Disclosures RITHOLTZ: So sometimes I ask questions and I just want to know the answer to, hey, how do you create a consistent experience from advisor-to-advisor even if they’re in different offices? The common feature for us and our financial advisors and how we respond is to keep people focused on their long-term goals and help relieve as much as we can the anxiety that people are facing with market volatility, but this time, with things like health crisis, loss of jobs, their kids and grandkids who are going through — through significant changes in their lives. I’m a student of history, and so just having a front row seat to how the — how the economy, financial industry, and society intersect has been fascinating. And — and how that’s achieved is through a deep trusted personal relationship with a financial advisor. PENNINGTON: Our financial advisors and our branch office administrators are client service professionals. ...ington, Nettie Marie Pennington, Charles Ralph Pennington, George Frank Pennington, Luna Mae Hall (born Pennington), Nancy Ethel Godfrey ... 4635 SW Mueller Dr, Apt E103, Beaverton, Oregon 97007-2570, USA, Carlos Benton "doc" Pennington, Katherine Ethel "kittie" Pennington (born Holland). He’s one of my favorites. It’s such a rich topic of conversation and one that there’s so much focused on in our industry and with investors right now. RITHOLTZ: You mentioned earlier that we’re in a low-yield environment and probably lower for longer. And right across the — the hallway from those — those paintings is a picture of Ted Jones who was our founder’s son, our second managing partner. PENNINGTON: Yeah. And that’s where humanity is really important in terms of how we interact between financial advisor and client. Interesting story, I was a Financial Advisor in Michigan from 2000 to 2006. New entrants and new — new partnerships among financial services companies were part of that. And very classically, the 60-40 portfolio enabled you to live off of that income from that fixed income differently a few years ago than you would be able to today. I loved the clients – they were like family to me! They were all …, RITHOLTZ: Fifteen thousand. And is that something that can be taught or is it, you know, you either are or aren’t? What does this mean for my portfolio? For a period of market volatility that was actually pretty short in February and March, we have had some more recent market volatility, and we expect that that will continue. So our addressable market is — is significantly larger than the — the marketplace that we serve today. And so there are new labels that are put on it, ESG, green investing, all kinds of things that label this — this type of fundamental orientation to multiple stakeholders and to the long-term. And one of our Edward Jones colleagues on the other side of that window hand-to-hand with their client, just passing back and forth good energy, “Thank you for being there. It seemed people sort of learned their lesson not to panic in ’08-’09. Penny Pennington joined Edward Jones in 2000. That means interest rates are going to be very low for quite some — sometime. Give us a review at Apple iTunes. So all 15,000 branches were opened and actually operating lights on during — during the entire …. How has — over the past century, how has that changed to what Edward Jones is today? I’ll tell you a real quick story and — and it’s — and it really is an image. Do you also have other practice areas like trust and estates, tax planning, insurance, anything along those lines? RITHOLTZ: So a lot of moving parts with how the contraction came about, how the economy recovered, what sectors are doing well. PENNINGTON: Oh, sure. And it’s a picture of Ted with this horse and a couple of dogs out on his farm, and he’s talking about what he loves and what he’s grateful for, And those — those — those paintings and that picture of Ted remind me every day that I’m in the office of what our roots are, what our values are, who we came from. Penny Pennington 1 day ago Oregon doctor, staff refuse to wear masks, calling Covid 'common cold' Kayleigh McEnany’s husband, an MLB pitcher, declines to wear mask at White House briefing But the investing public got a — got — got a — a reminder of what significant volatility and a deep reduction in the stock market felt like. So we were talking earlier about Robinhood and — and people trading at home. We have to have built a relationship with them where mom and dad or grandma and grandpa have a particular set of values, a particular set of goals, a particular type of portfolio that we know from working with multiple generations of clients that what that generation, what that — that grandmother, grandfather, mother, father are really interested in is passing on their values to their children and their grandchildren. The difference with the — the — the effects of what I’ve called a “triple pandemic” over the past eight months or so is that the ignition switch had nothing to do with the economy or the financial markets. But what was your experience? That was the environment that we had before the pandemic. Well, I had my dose the day that I did that. So I’m reading a book called “Agile Transformation Without Chaos.” It focuses on the — the way that companies are organized to create better experiences for consumers and clients organized in an agile way to meet the marketplace more quickly and in a more experimental way. I am the first Managing Partner who never met them. Your revenue has more than doubled from $3.5 billion to over $7.5 billion not too long ago. And so charting the course of history being — really having a front row seat to, you know, when I started in 1985 at a bank — 1987 and the — the market meltdown there, the technology evolution — revolution in the 1990’s, the Great Recession that we had talked about earlier and currently what we’re facing in our economy. Penny served as Principal - Branch Office Administrator Development and Principal - Branch and Region Development for Edward Jones. I am the median financial advisor. Son of Carlos Benton Pennington and Katherine (Kittie) Ethel Pennington PENNINGTON: Yeah. It was sent to — sent to me back the beginning of April from a branch in Florida where the branches were closed to the public, but our financial advisors and BOAs are in the branch. Edward Jones is now one of the nation’s biggest wealth management company. I’m talking about the mark that you want to leave on the world. Importantly, all of our former managing partners were financial advisors. Should I — is it more variable from office-to-office, advisor-to-advisor? But I want to focus on what you brought up earlier. I will be sharing all things Country Home and Garden including country living ideas, gardening tips, and a bit of vintage goodness. We work with clients who are serious long-term individual investors. What does that mean for the traditional 60-40 portfolio? How do you make sure everybody has the same client experience, whether it’s portfolio management or customer service? Let’s go to everybody’s favorite question. He was the youngest of seven brothers and two sisters. Select this result to view Penny K Pennington's phone number, address, and more. PENNINGTON: Yeah, I — I — I like the way that you said that. And so whatever you’re doing, if it is in financial services really reflect on how it ladders up to — to the person that you want to be in the mark that you want to leave. I say what are you really doing when — when you’re doing what you’re doing every day. I learned a lot and I think you will, too. She received a bachelor's degree in commerce with a concentration in finance from the University of Virginia and an MBA from Kellogg School of Management at Northwestern University. Edward Jones has something like 13,000 branches. Is this something that’s going to have a lasting impact or the jury is still out. Clients who are advised by financial advisors, on average, have 25 percent more assets than those who are not advised. They have been in the branch the whole time. You followed Jim Weddle who was the Managing Partner at Ed Jones for 13 years. The point is that fixed income and stocks, equities and bonds form the basis of a diversified portfolio. Lillie "Penny" Pennington Dudley Dudley, Lillie “Penny” Pennington, 90, of Richmond, VA, passed away on Monday, June 1, 2020. Atika Valbrun is our Project Manager. She is the Managing Partner of Edward Jones, a 98-year-old Fortune 500 company. And since two-thirds of our economy is driven by consumer spending and demand, when people spend money, stocks are doing well and — and the — the market is fairly sanguine. Beginning in 2015, she was head of the client strategies group; overseeing products/services delivered to clients and research, trading and marketing. And nobody has repealed the — the — the — the fact that where you invest in non-correlated assets you are likelier to have a smoother ride during a volatile market. RITHOLTZ: Quite interesting. And so that’s the big why, why — why diversity is such — such a driver for our industry. RITHOLTZ: Quite interesting. Penny Pennington, welcome to Masters in Business. The portfolios might look similar, but how do you maintain that corporate culture? You know, we’ve — we’ve been around for 98 years, so through the — the — the change of many, many, many administrations during that period of time. And the — the — the goodness of the human relationship, financial advisor to client and prospective clients is it’s the financial advisor’s job to understand that, to find out what’s important to that next generation, what their values are, what motivates them and to help form a bridge between the values of the — of the previous generation and the next generation. Now, I am not saying that if you’re a woman investor, you always want to be served by a woman financial advisor or if you’re a — a black investor or a client that you want a — a black financial advisor or a white financial advisor. Let's celebrate out homes together. Our purpose, what gets us up in the morning is making a meaningful difference in the lives of the clients that we serve, the seven million that we serve today and the — the tens of millions of more that — that look like serious long-term individual investors that we would like to serve. Those financial advisors are spread across the United States and in Canada. One of the changes we did see with this administration was the possibility of the fiduciary rule being more aggressively imposed on things like qualified accounts, 401(k)s and anything like that. So again, we keep focused on the long-term, recognizing that — that that policies may change with a new president. That caused a ripple. What does it ladder up to in terms of the mark that you want to make on the world, not — not the position that you want to have or the — the role that you want to attain or the income that you desire to have over time. What sort of advice would you give to a recent college graduate who was interested in a career in finance? So our financial advisors are licensed in a number of different areas. But I have no doubt that our policymakers, legislators and regulators are going to continue to be focused there. Tell us about the folks who helped shape your career. So things like long-term care needs. Find the obituary of Bill “Penny” Pennington (1926 - 2019) from Columbus, GA. Leave your condolences to the family on this memorial page or send flowers to show you care. What does it mean for my taxes? It goes back to Ted Jones saying, you know, what — what is — where is the underserved market or what is the new innovation in the marketplace? That takes greater technology. View Penny Pennington’s profile on LinkedIn, the world's largest professional community. part, with the intelligence quotient. During his distinguished military career, he served duty in Korea, Germany, France, and Vietnam. I will say very enthusiastically that the financial markets, financial services makes a meaningful and positive difference in the world on our country. Penny Pennington poses for a portrait in the lobby of the Edwards Jones on Wednesday, May 9, 2018. This is really just an absolutely fascinating conversation. The 19-year ­Edward Jones vet now controls more than $1 trillion in … In a low interest rate environment, there’s some countervailing benefits to that — that kind of environment. And so that gets to the question of why is this important. What I think we have to be really thoughtful about as long-term investors is that the public market affords a kind of transparency into companies and access to — to those companies and owning shares in those companies that results in liquidity, that results in ways to verify the — the financials of those companies, that all results in a kind of transparency and reliability that is a really important part of capitalism and about the public nature of our stock markets. Pennington is an English surname, largely locational from a few villages in Cumberland and Lancashire. That’s a common misconception about the financial services industry. And the image that was sent to me was a client standing outside the branch with their hand pressed up against the window of the branch. Immediate Family: Son of Carlos Benton Pennington and Katherine (Kittie) Ethel Pennington. But people who are coming of age during the Great Recession and people who are — who are being impacted today during their working lives, this is going to have a lasting impact on them. So becoming a student of their values, of their strategy, about how they thought about being differentiated in the marketplace, those have all — have all taught me great lessons. PENNINGTON: So following in those footsteps is — is an incredible responsibility, a great opportunity because what I learned from studying those former managing partners, they all looked forward boldly to the needs of millions of investors who we weren’t serving yet and took some — some — some pretty distinctive steps in order to serve them differentially. I also had a ringside seat to — to our leadership team working through the Great Recession and the impacts of 2008-2009 on clients, on our industry and on our firm. I’m Barry Ritholtz. Let’s start with why you believe this particular cycle was so tight. And so he went about building a distribution system that spoke to — to those clients. And so we represent and — and help our clients protect their goals as well. RITHOLTZ: Quite interesting. Whenever we’d see surveys of millennials, there is a very enthusiastic embrace of ESG investing or impact investing or socially responsible investing. Diversification remains very, very important. RITHOLTZ: So full disclosure, we’re recording this a few days after the election, but before the outcome is announced. Michael Batnick is our Head of Research. It is one where we have seen a great deal of reaching across the aisles in the past couple of administrations. What are your thoughts on automated investing and those sort of software-driven advisors? Let’s — isn’t that a risky behavior. Let me share with you what are statistics are. RITHOLTZ: This week on the podcast. 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