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Don't go to your exam hungry. I recommend grass and berries, but you might want your brain food to be a little more substantial.

Know Thy Customer

Know Thy Customer

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    Quizlet

    Knowing Thy Customer

    Tiger Greenbaum, The Finest Golfer in Des Moines, IA

    On the 6th floor of a small brokerage in eastern Iowa, Tiger Greenbaum, the once-finest golfer in greater Des Moines, and now the best (at least by his own estimation) orthodontist in Des Moines, sits with Butch, his prospective new financial adviser, to review his investment progress. He's looking for a new adviser because he's not sure whether he's on track to attain his financial goals. Butch had met Tiger because...

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