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Business, 03.01.2020 00:31 aletadaboss

You are working as an investment adviser representative when a young woman walks into your office and signs up for advisory services. she proceeds to tell you that she owns her own business and makes about $100,000 per year. she is married and has one child. she has no experience with investing and currently deposits all extra income into her bank accounts. what should your first recommendation as an iar be for this person?

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