Working in my position over the past 12 years always brings daily challengles and rewards, which I enjoy. I continue to build client relationships,with intent to strenghten each relationship and retain assets while growing our business bringing on more client each week. Day to day there are daily tasks to manage our clienthouesholds which entials, trades, all other transactions, onboarding clients, making and taking calls, meeting with clients, along with resolving any issues along the way. My main goal each day is to improve processes to become more efficient to meet my daily, monthly and quarterly goals.
Mangement is absent out here in the field in our Advisor centeres and there is not much room for growth within my position. The Culture is lackluster. We dont' feel apart of a corprate structure and don't seem to reap the benefits of our companies culture as a whole.
The most enjoyable party of my day is meeting with clients, speaking with them and helping them do what's neccessary to assure them they are prepared for a successful retirement. It bring me toy getting to know them intimately and help their families success in good times and in bad.
Lack of managment, commute is far