David Allen (GTD Method) and Edward Jones

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Jul 12, 2007 12:43 am

Not sure if any of you out there are fans of or familiar with David Allen or the Getting Things Done (GTD) methodology (see www.davidco.com for more info) but was interested to hear a 45-minute audio interview with Connie Burkhart from the St Louis home office on how much GTD is implemented thoughout the entire EDJ sysytem.  I began my career there but left in 2002 and did not see any GTD systems in place at my level.  Was wondering if you current Jones IRs are familiar with this at all or what kind of training is involved with David Allen.


Thanks,


Div

Jul 12, 2007 12:24 pm

No idea what you are talking about. BUT, I will say that things have been

getting done pretty quickly there lately. I'm not sure if Weddle is actually

starting to pull a lot of weight now that he's been in a while or what. But

he is making stuff happen pretty damn quickly. From what I hear, the 30

years prior to that was like watching molasses roll down hill.

Jul 12, 2007 8:19 pm
Broker24:

No idea what you are talking about. BUT, I will say that things have been
getting done pretty quickly there lately. I'm not sure if Weddle is actually
starting to pull a lot of weight now that he's been in a while or what. But
he is making stuff happen pretty damn quickly. From what I hear, the 30
years prior to that was like watching molasses roll down hill.


Broker24 drivels pro-Edward Jones propaganda like the koolaid-drinking zombie that he is.


No surprise, considering he's been at Jones one year!

Jul 12, 2007 10:54 pm

OK then. You apparently haven't seen some of my posts regarding my

dislikes about the firm.    Just because I like working there, I wouldn't

term it pro-EDJ propaganda. Far from it.

Jul 13, 2007 10:13 am

The firm is always looking for a new way to get things done better.  While I haven't heard anything from my home office friends about the GTD system specifically, I do know that anyone in a management position takes classes to become a better manager.  Peter Drucker's Management: Tasks, Responsibilities, and Practices is required reading for all new leaders. 


B24 is right about the last 30 years.  Seems the firm had one focus: growth.  Now they're playing catch up with the rest of the industry.  But Weddle has definitely made some changes quickly. 


I'll ask some buddies to see if they know anything about the GTD methodology. 


BTW, are you sure it was Connie Burkhart?  She's a BOA out in CO, so I'm a little suprised that you'd hear her on a 45 minute audio interview talking about the home office.  

Jul 13, 2007 12:04 pm

What changes is Weddle making?  In the last few years, we've gotten email and had to take the 66.  Is there something else?

Jul 13, 2007 12:21 pm

Are you still connected to the satellite?  They're still "discussing options" about a fee based platform.  That would never have happened under Doug or John.  Have you found the FAST tools yet?  Used them even?  Have you used remote access yet?  Bought a phone with Jonesnet on it?  Have you noticed Federated got kicked to the curb and Oppenheimer brought in? 


I don't know if all of those things are specifically Weddle's doing or not, but you have to admit that, except for the fee based platform, things seem to be moving at a much faster pace.  It seems they realize we are behind and have made a decision to fix that.  ASAP.

Jul 13, 2007 12:40 pm

How long have you been at Jones, broker24?

Jul 13, 2007 1:29 pm

Please kill this thread now,  these things have been discussed to death over the last 2 years.  Agree to disagree.

Jul 13, 2007 2:29 pm

Then don't click on the thread anymore.  Have a nice day!

Jul 13, 2007 7:27 pm

Seriously, broker24, how long have you been at Jones?


You weren't here before Weddle, so that means you've been at Jones less than 2 years.

Jul 13, 2007 8:09 pm
Spaceman Spiff:

Then don't click on the thread anymore.  Have a nice day!



You fit right in with EJ since you like to repeat everything ad naseum.

Jul 13, 2007 11:46 pm
farotech:

Seriously, broker24, how long have you been at

Jones?



You weren't here before Weddle, so that means you've been at Jones

less than 2 years.





You're right, and that's my point. All the negative things I hear about EDJ

on this site seem to either be in the past or are being quickly addressed.

I'm not saying he's some mesiah, and I'm not saying Jones is the end-all

b/d. I only stated that it seems like things are changing very rapidly since

I have been here. I compare it to my previous life in corporate finance at

a F500 company - change was hard. What has been going on recently

simply doesn't happen as quickly at other large companies (financial or

otherwise). And I think at Jones it has all to do with the changing of the

guard. JMHO.

Jul 14, 2007 12:16 am

What a douche.  I bet you're the guy who walks up to Weddle and after some pleasant remarks, you ask if you can feel his hair, and then giggle when he lets you.



Broker24:
farotech:

Seriously, broker24, how long have you been at
Jones?



You weren't here before Weddle, so that means you've been at Jones
less than 2 years.



You're right, and that's my point. All the negative things I hear about EDJ
on this site seem to either be in the past or are being quickly addressed.
I'm not saying he's some mesiah, and I'm not saying Jones is the end-all
b/d. I only stated that it seems like things are changing very rapidly since
I have been here. I compare it to my previous life in corporate finance at
a F500 company - change was hard. What has been going on recently
simply doesn't happen as quickly at other large companies (financial or
otherwise). And I think at Jones it has all to do with the changing of the
guard. JMHO.

Jul 14, 2007 10:11 am
Tormented Ulaf:

What a douche.  I bet you're the guy who walks up to Weddle and after some pleasant remarks, you ask if you can feel his hair, and then giggle when he lets you.

He does have nice hair.
Jul 15, 2007 1:01 pm

He would have to stand behind Spiffy on the hair deal...What a joke the remote access was..took me 20 minutes just to log in...That was a real winner!! 

Jul 16, 2007 12:59 am
Spaceman Spiff:

BTW, are you sure it was Connie Burkhart?  She's a BOA out in CO, so I'm a little suprised that you'd hear her on a 45 minute audio interview talking about the home office.  



That is funny you mention that.  She says the two always get confused and that Connie Burkhart always gets her email (wow you guys have email now?).


It is actually Connie Burkhardt from St. Louis that was interviewed. 

Jul 16, 2007 10:17 am
Maxstud:
Spaceman Spiff:

Then don't click on the thread anymore.  Have a nice day!




You fit right in with EJ since you like to repeat everything ad naseum.


All that fodder out there and that's what you choose to respond to?  And you're right.  I do fit in with EDJ.  Thanks for the complement.

Jul 16, 2007 10:19 am
bspears:

He would have to stand behind Spiffy on the hair deal...What a joke the remote access was..took me 20 minutes just to log in...That was a real winner!! 


Don't blame Jones for a slow computer and user error.  It takes me about the same time to launch the system at home as it does at my office.  Less than a minute. 

Jul 16, 2007 10:27 am
Spaceman Spiff:
Maxstud:
Spaceman Spiff:

Then don't click on the thread anymore.  Have a nice day!



You fit right in with EJ since you like to repeat everything ad naseum.


All that fodder out there and that's what you choose to respond to?  And you're right.  I do fit in with EDJ.  Thanks for the complement.



I like to be different.