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)

Getting alerts to the person who can act on them is the key idea. The advisor or planner in the office is the best recipient because they manage the client relationship and are responsible for interpreting alerts, coordinating next steps with the client, and documenting follow-up. This ensures a timely, appropriate response and keeps sensitive information within the proper workflow and access controls.

Other options don’t fit because they lack the authority, relevance, or security needed for handling advisory alerts. A client address would push operational details to the client side; a receptionist isn’t equipped to interpret or act on alerts; marketing in the office isn’t aligned with handling advisory actions; and an external partner may not have the necessary access or oversight.