Clients best interest and then use that information

Assignment Help Management Theories

Reference no: EM133673900

Question: When Monique outlines her investment strategy for Jennifer it violates standard 2 of the code of ethics as she's working off assumptions based on Jennifer's age and socio- economic status. When choosing a higher-risk investment strategy that only invests in 100% equities before meeting Jennifer it's impossible to know her tolerance to risk and therefore could not be acting in her best interest of Jennifer. As previously mentioned, it's important for Monique to enter the meeting with a neutral mindset to understand her client's best interest and then use that information to provide advice

Reference no: EM133673900

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