As a CERTIFIED FINANCIAL PLANNER™ practitioner and CERTIFIED PRIVATE WEALTH ADVISOR® professional, I perform the following communications activities:
- Conduct telephone, in-person, and virtual portfolio and financial plan reviews
- Regularly track progress toward goals
- Conduct check-in service calls
- Provide updates on pending legislation and regulations
- Respond promptly to client calls and emails
- Visit client’s personal residence, including traveling out of state
- Send relevant firm commentary
- Present information at topical, educational, and special events
- Conduct private briefings with investment strategists