Amy gets up early to hit the gym. While on the treadmill, she checks her client accounts on her trusty tablet. She reviews account performance, including those assets not held with Lion's Share. Her inbox is full of trade conﬁrmations and client inquires.
At the office, Amy has two morning meetings with potential clients. She demonstrates the Lion's Share's client self-service tools on her tablet and phone while getting a feel for each person's financial goals.
For one prospect, Amy creates a goal-based financial plan, including tactical plans as well as options using multiple strategies. For the other prospects, she helps set up their profile in the firm's digital advice solution, which is a better fit for their needs.
It's been several wild days in the markets. While Amy executes trades and performs other actions for clients, her team is focused on preparing for the afternoon briefing with Alfonso Johnson, her biggest client.
During his semi-annual review, Mr. Johnson expresses concern about market volatility and inquires about a trust for his children. Amy suggests protecting some of his gains with a bond ladder and discusses the parameters for a family trust.
Responding to client inquiries by phone, Amy reviews and adjusts each of their account’s asset allocation, all on her tablet.