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Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their
Imagine that you are a financial manager researching investments for your client. Think of a friend or a family member as a client. Define their characteristics and goals such as an employee or employer, relatively young (less than 40 years) or close to retirement, having some savings/property, a risk taker or risk averter. Your investment should align with your clients investment goals.
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