What does a financial advisor do? (day in the life of a financial advisor)
Sara Grillo
JULY 8, 2022
Others that require a more detailed response will either get forwarded to a teammate (financial planner or portfolio manager) who can research the answer, or scheduled to my calendar later in the day when I can focus on a response or call the client directly. Most emails only require a quick reply, which I’ll take care of right away.
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