Everybody has their own personal experiences which helped them kick start their career in the financial industry.
In this episode, Jeff Green and Lauren Smith talk with Melanie Knight, director of operations and client services at Green Financial Group, to discuss her experience going directly from college to starting her career at Green Financial Group.
The responsibilities of client service within Green Financial Group
The typical day working as a financial professional
The environment of graduating college during Covid and how different it is compared to pre-pandemic years
How she finds balance between work and everyday life
Melanie Knight is one of those people who just like to get things done. As the Director of Operations and Client Services at Green Financial Group, she does just that while supporting clients and their families with important administrative and clerical tasks, directing the team’s internal operations, and serving as a friendly liaison for clients. She finds an immense amount of satisfaction in helping a client with any issue, small or large, from opening new accounts to facilitating money transfers to helping generate annual reports.
Having conversations about family wills can be tough. How do you start that conversation from one family to another?
In this episode, Jeff and Lauren share some advice surrounding the later stages of life and what they entail in terms of finances. They also highlight how discussing these things, despite how morbid they may sound, is so important and will benefit everyone in the long run.
Jeff and Lauren discuss:
The important discussions about wills that should happen between parents and children in the parents’ later stages of life
The importance of uploading, saving, and giving access to financial wills to other family members
How medical directors can serve your best interest in the future
How they extend their relationships with clients and allow themselves to be a resource to many families