23/06/2020
Independent Financial Consultant typically do the following:
*Meet with clients over zoom to discuss their financial goals
*Explain the types of financial services they provide to potential clients
*Educate clients and answer questions about investment options and potential risks
*Recommend investments to clients or select investments on their behalf
*Help clients plan for specific circumstances, such as education expenses or retirement
*Monitor clients’ accounts and determine if changes are needed to improve financial
performance or to accommodate life changes, such as getting married or having children
*Research investment opportunities
