Camden Doyle

Responsibilities

- Helped meet with clients and present their financial portfolio/ yearly progress - Helped create portfolio presentations so clients could see and understand asset allocations - Ran analysis on risk of client's portfolio compared to their risk tolerance - Analyzed client investments and potential investments - Sat in on meetings with wholesalers and business associates

Accomplishments

Helping plan a summer client involvement event that brought dozens of clients out to participate and generated a few new leads for the company.

Learning experience

- Patience: people don't know everything about everything, so it's important to be patient and helpful as you walk them through any questions or concerns they may have - Responsibility: Since you're dealing with other people's money, you have to be very responsible and clear with everything you're doing. You have to make sure they're ok with what is going on and make sure all the paperwork is in order so that everything goes smoothly.

What advice would you give?

Be prepared to educate and be helpful. I think that's what makes an advisor great. They aren't trying to sell someone something; they're trying to educate them so they can make their own decisions. The job has a lot more education than I expected, but it honestly turned out to be one of my favorite aspects of the role.