We know you are busy and for that reason try and limit your responsibilities to those that directly impact the client. This is your relationship and we do not intend for that to change. Your responsibilities can be limited to the following items:
Meet with clients to set up new accounts, complete account application (we support), investment advisory agreements, risk profile questionnaires, make sure the client receives SEC form ADV-Part II and other necessary paperwork to begin the relationship
At your regularly scheduled meeting with the client explain investment strategies and portfolio performance (we recommend you meet at least annually or as circumstances dictate)
Take care of other financial planning needs with your clients, i. e. estate, retirement, insurance, etcetera
Your responsibility is directly with the client - Advanced Financial Strategists, Inc.'s responsibility is supporting you in that effort We will show you how
Hold yourself to the highest standards as an Investment Advisor to your client
