Broker Check

119 Things That Financial Advisors Do (Several Numbers In This One!)

August 19, 2020

With all of the other "things" that a financial advisor does, much of it is done behind-the-scenes. This video goes over some of the learning, educating and staying up-to-date on so many topics that we need to be fresh on.  Do we know everything? Some of us like think so, but no way...  Many times an advisor will need to dig deeper for their client and get back to them, but the base knowledge covered in this video makes the process of researching a little bit easier, and dare I say, fun?! Make it a great day!

Content here is for illustrative and educational purposes only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

This commentary reflects the personal opinions, viewpoints and analyses of Six Point Financial Partners. It does not necessarily represent those of RFG Advisory, Private Client Services, their clients, or their employees. This commentary should not be regarded as a description of advisory services provided by Six Point Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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