is very busy and has decided to give some of his younger clients to Samantha, a junior insurance advisor. He has provided Samantha a list of clients that he believes will her to contact each client and set up an appointment to introduce herself.

esmond do to ensure that he is dealing with his clients in the best way possible? ntXV$2$pkRXNtTW$9$Xb$29$CUT$093$

rovide Samantha with a verbat summary of all relevant information about his clients.

lake sure Samantha has all the relevant files on the clients.

ecommend to Samantha there is no need to disclose her more junior status since it may unsettle her new clients and since she is fully licensed.

ovide the clients with adequate written notice of his intention to withdraw and transfer them to another advisor.

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