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Utilizing the internet, friend, relative or personal connection; find a Financial Advisor; Certified Financial Planner or someone in the Financial Services Industry. Ask for his
Utilizing the internet, friend, relative or personal connection; find a Financial Advisor; Certified Financial Planner or someone in the Financial Services Industry. Ask for his or her assistance for the next month or week. Your assignment is to interview this person and get their opinion on the following topics. Questions #1-6.
Consult with your interviewee to discuss various stocks, bonds, mutual funds and annuities.
- #1. What is his or her opinion on these products.
- #2. Consult with your interviewee to discuss the importance of risk tolerance.
- #3. What role does risk tolerance play in their recommendations to their clients?
#4-6 Posted in another Chegg "question" please answer those as well. thank you.
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