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Essay specific features
Written by:
Melvin E
Date added:
January 11, 2015
Level:
University
Grade:
A
No of pages / words:
6 / 1498
Was viewed:
9352 times
Rating of current essay:
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...
displayed 300 characters
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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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