High-Impact Wealth Management: Uncle Richard Complains to the Ombudsman
(6 pages of text)
The High-Impact Wealth Management case series is a portfolio of cases that are built around the high-impact theme. Each case in the series can stand on its own to deliver a unique learning objective; but, taken together, the cases are designed to cover all seven topics covered in the list of “common-cents” strategies.
The case entitled “Uncle Richard Complains to the Ombudsman” is intended to be an integration case that brings many concepts together in one case.
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