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Client Assessment

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Client Assessment

“Okay, Shmooge. Let’s take a look at how all this would work out in the real world. Walk me through what you would say to a client and what information you would get from them before recommending any investments.”

Shmooge shrugged. “Who’s the client?”

“Pick any of your clients, anyone you want.”

“Okay,” Shmooge thought for a moment. “Martha Cratchit, my assistant’s daughter. She’s 29.”

“What an awful name.” Homer made a moaning sound. “Makes me want to eat something. ...

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