Doing the Right Thing

Bearden, Frank C.
June 2002
Advisor Today;Jun2002, Vol. 97 Issue 6, p96
Trade Publication
Presents information on how to deliver difficult news to a client. Recommendations which would realign the client's investment portfolio to match the asset allocation; Inability of the client to pay for her income taxes; Illustration of comments and recommendations about adding mutual funds to the client's portfolio.


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