Which email address is best to add to the delivery options for an advisor's alerts?

Which email address is best to add to the delivery options for an advisor's alerts?

• A. client, marketing in office
• B. advisor, planner in office
• C. external partner
• D. receptionist

Answer: (B)

Deliver the alerts to the person who will act on them. For an advisor’s alerts, that means the in-office advisor or planner who is responsible for managing client tasks, scheduling, and follow-ups. This ensures the messages reach someone who can immediately assess and respond, keeping workflows timely and accurate.

Sending to clients would expose internal processes and could confuse or overwhelm them. An external partner may not have the required access or authority for day-to-day actions, and a receptionist isn’t the person responsible for acting on these items, so they’re more likely to be misrouted or missed. Therefore, using the advisor/planner in-office email ensures the right person receives and can act on the alerts efficiently.