Interview | “Advisors and AI Together Create a New Kind of Intelligence”: Edward Jones' Bold Vision for Future Transformation

In the agentic age, where AI is reshaping every industry, Kristin Johnson, Chief Operating Officer, Edward Jones, is clear: transformation must blend cutting-edge technology with human wisdom.

From launching high-impact solutions for high-net-worth clients to designing a resilient transformation model grounded in purpose, Johnson shares how Edward Jones is delivering results and relationships through what she calls AI+AI (Advisor Intelligence + Artificial Intelligence).

With insights into aligning grassroots energy with strategic direction, she reveals how long-term planning is evolving and why people-first leadership is more crucial than ever.

Download to learn more about:

• How AI and human insight can work together—not compete—to create better client outcomes
• What it takes to move large transformation projects from pilot to business-as-usual
• How to hold focus on your North Star in an era of agility, volatility, and change
• Why listening to your clients is only half the equation—and what it takes to act on insight
• How to embed ownership, momentum, and accountability across a large organization

With initiatives tied directly to stakeholder readiness and a transformation model that puts people first, Johnson is showing how large, legacy firms can transform boldly, without losing what makes them human.