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Bubbie had two more key meetings over the past week. Marx definitely needs to work on his people skills a bit. He doesn’t seem to be picking up on Bubbie’s insecurity about her lack of investing knowledge. At the same time, he continues to do exactly what he should be doing from a legal and ethical perspective. In the second meeting, he assessed Bubbie’s risk tolerance, brought up suitable investments ideas for her portfolio, encouraged her to see a more realistic picture of investing, and t...
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