Answered step by step
Verified Expert Solution
Question
1 Approved Answer
You are a financial planner who works to Seneca Financial, a full-service financial planning firm that specializes in helping their clients live life confidently. Your
You are a financial planner who works to Seneca Financial, a full-service financial planning firm that specializes in helping their clients live life confidently. Your office is located at 1750 Finch Avenue East, Toronto Ontario M2J 2X5. Your office phone number is 416-491-5050 and your e- mail address is your current Seneca College e-mail address. You met Mary and John Gatlin on May 10, 2022 at a mutual friend's wedding. Both Mary and John expressed interest in meeting with you to pursue a financial planning relationship. Two days after the wedding, you called Mary and John and scheduled a discovery meeting with them for May 31, 2022 at 7:00 p.m. at your office. Their home address is 16137 Dufferin Street, King City, Ontario L7B 1B3. Prepare a one-page business letter that you would send to Mary and John to remind them about the scheduled meeting and advise them of the documents they should bring to the meeting (20 marks). Additionally, record the voicemail message that you would leave for the couple to confirm their appointment (10 marks). Your letter and voicemail will be assessed on their ability to effectively deliver the appropriate information in a professional way that will motivate Alex and Sam to attend the scheduled discovery meeting
Step by Step Solution
There are 3 Steps involved in it
Step: 1
Get Instant Access to Expert-Tailored Solutions
See step-by-step solutions with expert insights and AI powered tools for academic success
Step: 2
Step: 3
Ace Your Homework with AI
Get the answers you need in no time with our AI-driven, step-by-step assistance
Get Started