The duties of a financial planner begin with looking out for the best interest of their clients by examining their assets and liabilities. Discover how financial planners examine their clients’ long-term goals and dreams 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 : 0:1:7