In the Associate Financial Consultant role, as part of my continued training to be the third financial consultant for my family's firm, I support and enhance the practices of our financial consultants by participating in sales activities through, with limited exceptions, meeting with clients face-to-face, soliciting business, and jointly participating on cases with our financial consultants.In addition, I oversee and compose most of the firm’s written communication, such as drafting client meeting summary letters, event invitations, and mass-mailing documents. I am typically the last one to review documents for accuracy prior to being mailed. I also have been continuing to write our firm's several-hundred page standard operations manual.