From the course: Financial Planning and Wealth Management Fundamentals

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Advisor's day-to-day activities

Advisor's day-to-day activities

From the course: Financial Planning and Wealth Management Fundamentals

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Advisor's day-to-day activities

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So, what do advisors do day over day, and what makes a career path attractive? Let's switch gears a bit and talk about the day-to-day life of an advisor, or, in practical terms, what they do every single day when they go into work. The reality is that regardless of the type of advisor, these are client-facing roles that are heavily focused on sales and relationship development as well as management. And as such, interacting with clients will make up the majority of the day for almost every advisor in the industry. Now the types of interactions that occur and how they happen can differ considerably between individuals depending on a number of factors. And one of these factors is the stage that an advisor's practice is in. So for example, a junior advisor focused on client acquisition will likely spend the majority of their time building their pipeline of prospective clients, networking and prospecting with circles of influence who can refer them business, and then reaching out to these…

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