Finance industry professional development event

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Reference no: EM133615244

Question

You met with Charlie, a financial planner, at a Finance Industry Professional Development Event. You shared some similar ethical values and mentioned the possibility of a referral agreement between your two businesses. Charlie has contacted your office and requested a call back to refer a good friend of his/hers who wants to buy a house and talk about the opportunity of a referral agreement between your two organisations.

Reference no: EM133615244

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