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


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