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Research
Primary Sources:
Interviews
Interview Assessments:
Business Symposium/ISM Alumni
ISM Alumni
Merrill Lynch Financial Advisor: John Jones
Merrill Lynch Client Associate: Jennifer Aceves
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Interviewed with Financial Advisor Rita Karl from Merrill Lynch as well.
Secondary sources:
Research Assessments:
Client Relationships
The Secrets of Wealth Management
How Wealth Managers Hide their Secrets
When Advisors Have to Tell Their Clients Bad News
Investing at a Young Age
How Teens Can Start Investment Right Now
The Best Stocks to Invest Into
How Financial Advisors Pick Client Investments
Mentor Visits
Observations
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