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  40 YEARS OF FINANCIAL SERVICES
Technology, Immediacy Have Changed the Game
 BY GEORGE O’BRIEN
[email protected]
When she first started working for Merrill Lynch in 1985, Pat Grenier had a desk, a phone, a phone book, and a street directory. And there was a lot of cold calling.
“I picked a street, and I would call everyone on that street; you can’t do that anymore,” she said, adding that it goes without saying that there’s no phone book anymore. And there’s nowhere near as much cold calling — in this sector and most others. And the desk and desk phone are not used nearly as much as they were even five years ago.
These are just some of the changes that have come to the broad financial-services sector, said Grenier, president of Grenier Financial Advisors, noting that, back when she started, and until maybe a few decades ago, this was what she called a ‘transactional’ business. Now, it’s far less about making transactions — especially the buy- ing and selling of stocks — and more about part- nering with the client to secure lifelong financial security.
“Now, our business is far more planning-
“Now, our business is far more planning-oriented, and advisors are working more as a part of a team.”
   PAT GRENIER
oriented, and advisors are working more as a part of a team,” she said, adding that, instead of buying and selling stocks for clients, profession- als like her will advise clients on everything from retirement planning to the specifics of a senior-
 Financial
Continued on page 22
>>
 Congratulations to BusinessWest on 40 Great Years!
  grenierfinancial.com | Fax: 413 731 7268
Life’s a Journey.
grenierfinancial.com | Fax: 413 731 7268
grenierfinancial.com | Fax: 413 731 7268 grenierfinancial.com | Fax: 413 731 7268 Let us walk the road with you.
 Life’s a Journey. It’s what we do.
LLifife’’sa Journey..
Let us walk the road with you.
Let us walk the road with you. Let us walk the road with you.
 It’s what we do.
It’s what we do. It’s what we do.
 RR, C
, rMeBnAier, Principal ®
Pat Grenier, Principal
RR, CFP®, MBA
[email protected]
Pat Grenier, Principal
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   Securities and advisory services offered through Cadaret Grant & Co., Inc.,
S a e n c u S r E i t C i e R s e a g n d i s t a e d r v e i s d o I r n y v s e e s r t v mi c e e s n o t f A f e d r v e i d s e t h r r a o u n g d h m C e a md a b r e e t r G F r I N a n R t A & / S C I o P . C , I . n G c . r , e n i e r
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Financial Advisors and Cadaret Grant are separate entities.
860 721 7880
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an SEC Registered Investment Adviser and member FINRA/SIPC. Grenier
an SEC Registered Investment Adviser and member FINRA/SIPC. Grenier
Financial Advisors and Cadaret Grant are separate entities.
Securities and advisory services offered through Cadaret Grant & Co., Inc.,
BusinessWest
CT
MAY 13, 2024 << 4OTH ANNIVERSARY >> Financial Advisors and Cadaret Grant are separate entities.



























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