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Day in the Life of a Private Client Advisor | Wealth Management | J.P. Morgan - YouTube
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[7]
first american born in queens new york
[10]
my father's dominican and my mother's
[12]
colombian from a very young age my
[14]
mother really implemented in me that
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anything that i want i can do where i
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always keep them in mind whenever i'm
[20]
giving advice to a client would my
[22]
parents be happy with what i just
[24]
deliver to this person
[30]
my name is radha mas pineda also known
[32]
as rad i am a jp morgan private client
[35]
advisor i've been at the firm with jp
[38]
morgan for 11 and a half years
[40]
and every single quarter month weekday
[43]
has been fun
[52]
very early on in the start of my career
[54]
i realized that working at a bank isn't
[58]
just helping people move money around
[61]
here at the firm we work very closely
[63]
with our bankers that help our clients
[66]
that we cover holistically
[68]
at the center of everything the main
[70]
captain of the team is the client
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[Music]
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usually up around six in the morning and
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my day starts with a cup of coffee
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go downstairs
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i try to read as much as i possibly can
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i'm in the office usually the first one
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in you know i send my emails to my team
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to make sure that they know where i am
[96]
how my day is looking a couple client
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meetings usually anywhere from two to
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four meetings per day
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and in between just reading everything
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that's happening in the world and
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connecting with clients
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hey gisele brad with jp morgan how are
[110]
you happy tuesday susan
[112]
it's rad with jp morgan how are you hey
[115]
michael
[116]
how's it going it's rad a successful day
[118]
for me would be having at least 10 15
[121]
conversations with clients just making
[123]
sure that everything is okay in their
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lives personally and with what we have
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as far as investments what did you think
[128]
of the call earlier the conference call
[130]
[Music]
[134]
home by six usually to my kids who are
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jumping all over me and
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they need that to start being that at a
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hundred percent
[147]
other than spending quality time with my
[149]
kids my favorite thing to do
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is to cycle
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i welcome the opportunity to take a day
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off here and there and ride my 40 50
[159]
miles on my road bike part of my own
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retirement plan
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is to work very hard for the next you
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know 25 years
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and go around the country on my bike at
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some point with a group of friends it is
[172]
so liberating makes me feel like a kid
[174]
again
[175]
[Music]
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out of my siblings i am the oldest first
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generation my parents came here they
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literally came here with nothing and i
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wish i was an advisor when my parents
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really needed one like they didn't plan
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accordingly and like
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that always hits me like look i have two
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kids they both have 529 plans they own
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mutual funds they own stocks they own
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like
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my son and i
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speak about his portfolio he's nine he
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owns four stocks he saves every month to
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buy a stock i never had that
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conversation at night that's my why i am
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very mindful of trying to help everyone
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that i interact with irrespective of
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what the need is or what their net worth
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is everyone needs good advice as long as
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they're willing to listen
[221]
i'm willing to share
[230]
[Applause]
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[Laughter]
[243]
you
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