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I start by looking what is happening with the market. I go over financial summaries of my appointments for that day, looking at how their accounts are performing and look financial reports that can give me insight into possibly making changes on their accounts. I make calls to clients and set up appointments for the coming weeks. I usually will have voicemails to return and find out how I can support their goals.
Rosalind Haapajoki, Financial Advisor
Ameriprise Financial