Our team name is “The Mitchell Miller Group”, after our two lead financial advisors. I am very fortunate to work on a very successful team, the most successful in the office. Working on a successful team means that we are always busy scheduling appointments. I am constantly scheduling appointments and meetings for our team. I never thought that scheduling calls or appointments would be difficult, but it can be a very tedious process when you are looking at a calendar for a team of seven. We typically schedule calls a year in advance and schedule appointments two months in advance. Our team has created a specific process to schedule appointments that has been working over the past few years. It works for our team and it makes it easy on our …show more content…
I never knew that being a Client Associate would mean that I had to learn all those skills. Not only did I learn all those skills, but I excel at them. The fulltime Client Associates on the team are ranked #34 in the firm among all Client Associates. From a company perspective, if I was fulltime, I would be considered in that ranking. I get reminded daily from my team members that “I am considered in the ranking”. Being ranked #34 out of over 6,000 Client Associates, means that I am among the top 1% of Client Associates in the firm. I have been able to achieve this with my team members over the past two and a half years. I have worked very hard and I am very fortunate that I have achieved so much at a young