Financial advisors do many things but their main goal is to figure out ways to manage their client’s money in order to keep them on track to meet their money goals. However, my mom’s job goes much more in depth than that including creating an education savings for the future, determining retirement plans, and putting peoples money into the stock market. Besides the stock market she also puts her clients money into bonds, CDs or certificates of deposits, and annuities. As a Vice President, this gives her more credibility when dealing with clients and shows them that she has more knowledge and experience allowing them to trust her more when dealing with their money and the advice she gives them. With the ways that she deals with her clients money and the different types of investment options remaining the same over the past couple decades she also explains, “Over the years the job has evolved much more around computer programs, email, and just more use of technology in general” (2 minutes 37 seconds). Starting out in this career around the early 90s and still working in the same field now, she has fully experienced the ways in which technology has changed over the years especially in her job. The most significant change my interviewee mentioned was the rate of communication between her clients and explaining how before there was email and instant messaging, you had to write letters in order to communicate which was a lot more time consuming compared to todays ways of
Financial advisors do many things but their main goal is to figure out ways to manage their client’s money in order to keep them on track to meet their money goals. However, my mom’s job goes much more in depth than that including creating an education savings for the future, determining retirement plans, and putting peoples money into the stock market. Besides the stock market she also puts her clients money into bonds, CDs or certificates of deposits, and annuities. As a Vice President, this gives her more credibility when dealing with clients and shows them that she has more knowledge and experience allowing them to trust her more when dealing with their money and the advice she gives them. With the ways that she deals with her clients money and the different types of investment options remaining the same over the past couple decades she also explains, “Over the years the job has evolved much more around computer programs, email, and just more use of technology in general” (2 minutes 37 seconds). Starting out in this career around the early 90s and still working in the same field now, she has fully experienced the ways in which technology has changed over the years especially in her job. The most significant change my interviewee mentioned was the rate of communication between her clients and explaining how before there was email and instant messaging, you had to write letters in order to communicate which was a lot more time consuming compared to todays ways of