You’re at work and your supervisor puts Ronald’s file on your desk and says
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You’re at work and your supervisor puts Ronald’s file on your desk and says

For this discussion, answer the following 2 questions regarding the video at the end of the lecture about Ronald Davis.

You’re at work and your supervisor puts Ronald’s file on your desk and says he is your new client, what would be the 1st, 2nd, and 3rd things you do?

What are the 5 key pieces of information you would want to make sure you get in your first meeting?

Hint
ManagementNew Client means a Person, other than a Client, that is not a Related Person that enters into an Advisory Contract or a Financial Planning Contract following the Base Date. A company's potential customer is usually referred to as a prospect . It is a person who has the potential to be interested in the services and products that are offered by the company but has not yet purchased....

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