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Something something something No. 2 pencil...something something something only blue or black ink.

Recap #2

Bubbie had two more key meetings over the next week. 

Marx definitely needed to work on his people skills a bit, as he didn't seem to be picking up on Bubbie's insecurity about her lack of investing knowledge. At the same time, he continued 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,...

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