>> My name is Brad Hawkins, I'm a financial advisor with Bernstein Global Wealth Management,
we're a research and money management firm.
I'm in the Washington D.C. office of Bernstein, our company is headquartered in New York.
So, a lot the day is working with clients, this is a client servicing business,
our clients are typically high net worth individuals and families.
They're non-profit organizations and they're businesses managing some retirement assets
for them.
So a lot of the day is working with those clients
to meet their needs whether that's answering questions, handling transactions and so forth
and the other part of the day is developing business and we need to grow the business
and that means finding new clients
and that's...so largely those two main points of the day for us.
So, most of our business is working with individuals and families
and those individuals are sometimes business owners, we work with a lot of professionals,
especially in the D.C. area here, a lot of attorneys, lot of doctors, [inaudible] etcetera.
A lot of entrepreneurs and that's the bulk of our business is working with those folks
and then non-profit organizations with trade associations, endowments, foundations, etcetera,
managing any type of endowment funds that have.
It really varies day to day, usually we start with some sort of breakfast meeting
or breakfast event, we do a lot of networking as well, we work with a lot
of professional partners in the community whether they be attorneys, or CPA's and we work
with them as we can't give actual legal advice or we need to build relationships
with those professionals in the community
that we can potentially refer our clients too is our clients had needs in those areas.
So, it maybe a breakfast, event, or a meeting with one of those folks,
usually it starts in the morning, 7:30, 8:00 and then throughout the day;
typical day has probably 3, 4, maybe 5 meetings whether that's here in the office or we travel
out to a meet in a professional's office or we go to the home of one of our clients.
And then it would end with a maybe a dinner or a evening networking event,
maybe some non-profit event or there's groups that I'm a part
of that meet, you know throughout the month.
So it's a generally a day filled with a lot of interaction, it's a lot of meetings,
have a lot of interaction whether you're meeting face
or there are phone calls throughout the days with clients or other professionals.