Teaching note for product 9B04C015.

The vice-president at a large investment firm has discovered that some clients have taken significant losses and determines that it was due to the actions of one of the firm's investment advisors. He has no choice but to terminate this advisor's employment with the firm and must determine how to communicate with and maintain the relationships with these clients. The supplement, Greentree Investment Corporation (B), product 9B04C016, continues .....more

An investment advisor must take over the clients of another advisor who has been terminated due to poor performance. These clients are extremely upset with the situation, and one customer has demanded that his losses be reimbursed by the company. The investment advisor must decide how best to handle this angry customer. This is a supplement to Greentree Investment Corporation (A), product 9B04C015.