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What an executive summary is necessary because

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Reference no: EM132928920

Problem 1: An executive summary is necessary because

a. Clients probably can't understand the detailed content

b. Many clients never read the entire plan

c. It contains the recommendations and implementation timelines

d. It quickly identifies how many goals the client is going to achieve through the implementation of the plan.

Problem 2: The most important situational factor in the investment planning process is the

a. Client's risk tolerance

b. Current market environment

c. Client's current investment portfolio assessment

d. Time horizon

Reference no: EM132928920

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