• Aided and familiarized myself in the financial planning process alongside veteran advisors by sitting in their client meetings and learning the ways they sell themselves to their clients.
What I wish was different
I wish that I would've been able to come into the office instead it of being virtual so that I could be able to see the team aspect to the company.
Advice
I would advise to always stay on top of tasks and stay ahead of the game with prospecting and networking.
