Imagine that you work for a wealth management firm, which manages financial assets for individuals. You have
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Imagine that you work for a wealth management firm, which manages financial assets for individuals. You have a prospective new client, whose previous financial manager was her brother-in-law, who recently retired. Looking at her portfolio, you realize that she’s heavily invested in just one stock, which you believe is too risky. This is a tricky situation because you want her to choose you as her manager, and her history is with a close family member. In small groups, discuss the five questions for analyzing your audience. How does the information you gathered affect your approach in telling this client that her asset mix should change in order to reduce her risk exposure?
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