Rudy Wong, Investment Advisor |
作者姓名:Stephen R. Foerster; Jimmy Rogers |
商品類型:Case (Field) | 商品編號:9B10N004 |
出版日期:2010/01/15 | 內容長度:21 頁 |
With stock markets in major decline, Rudy Wong, an investment advisor for a wealth management firm had to decide how best to reassure each of his clients in upcoming meetings: by communicating logical arguments based on his portfolio management expertise and analysis, or by managing emotions and attempting to re-establish his clients' faith in the markets. He also needed to re-examine the investment strategy he had developed for each client and .....more
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