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Issue:

Business

 

Written by:

Melvin E

 

Date added:

January 11, 2015

 

Level:

University

 

Grade:

A

 

No of pages / words:

6 / 1498

 

Was viewed:

9357 times

 

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Essay content:

The Client Review Center gives the entire client's general information: the diversification of their portfolio, the amount of change his portfolio has undergone, and the client's total assets. In general, clients usually discuss their portfolio over the phone. However, when a client wants a change in their retirement plan, the Client Review Center can be very useful to show the details of a client's portfolio...
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However, when a client wants a change in their retirement plan, the Client Review Center can be very useful to show the details of a client's portfolio. Each advisor gave me a positive rating on making the CRC's. However, there were a few instances where I did not correctly highlight the client's assets...
displayed 300 characters

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