The primary duty of a financial planner is to look at the assets of their clients in order to act in the clients’ best interests. Find out how a financial planner can help a person achieve their goals with help from a portfolio manager in this free video on financial planning.
Expert: Gregory Bramwell-Smith
Bio: Gregory Bramwell-Smith is the relationship and portfolio manager at Bramwell-Smith Associates.
Filmmaker: David Pakman
Duration : 0:1:32