Financial Planning : What Is the Role of a Financial Planner in Banks?

The role of a financial planner in a bank is the same as any financial planner, but a bank may use financial planners in order to attempt to provide a client with an additional service. Find out what a financial planner in a bank has to offer 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 : 0:1:33


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