If your client prefers to research companies herself before investing, offer to go over a company’s cash holdings together. Be prepared to show your client the company’s income statement and balance sheet, highlighting key items and helping your client interpret those items.
Action Idea – What’s the best way to invest in real estate?
If your client prefers to research companies herself before investing, offer to go over a company’s cash holdings together.
- February 12, 2015 February 12, 2015
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