ML

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Title: ML

Essay Details:

Subject: Business

Author:

Date: December 14, 2012

Level: University

Grade: A

Length: 5 / 1498

Essay text:

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. 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. For example, if a client had made a significant profit over the years, I was to create a CRC where the assets are numerical rather than in percentages, and vice versa if a client had lost money...

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