Q3b. Assume that you are a financial advisor you are about to have your first...
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Q3b. Assume that you are a financial advisor you are about to have your first meeting with a new client. You will be applying the Portfolio Management Process and will be providing a the client with a schedule outlining when (time of year), where (on your own, with client/meeting) , and what you/they will experience (activities/documents/meetings etc) throughout the Portfolio Management Process over the next 1 year time frame. Be sure that your schedule is specific and written appropriately for client facing document.
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