Question: When you ask your client, Dana, to proceed with a recommendation to purchase a balanced growth mutual fund portfolio, Dana replies that she doesn t

When you ask your client, Dana, to proceed with a recommendation to purchase a balanced growth mutual fund portfolio, Dana replies that she doesnt like that recommendation. After you ask Dana what part of the recommendation she has concerns with, she remains silent. What should your next step be?
Repeat the question verbatim.
Ask Dana if she needs you to repeat it.
Repeat the question by paraphrasing it.
Stay silent.

Step by Step Solution

There are 3 Steps involved in it

1 Expert Approved Answer
Step: 1 Unlock blur-text-image
Question Has Been Solved by an Expert!

Get step-by-step solutions from verified subject matter experts

Step: 2 Unlock
Step: 3 Unlock

Students Have Also Explored These Related Finance Questions!