chapter 4
business behavior
Combining Proven Strategies with 21st Century Expectations
“It takes 20 years to build a reputation and five minutes to ruin it.”
—WARREN BUFFETT
Kate has spent months cultivating a business relationship with a very successful, soon-to-be retiring executive. She has outlined the ambitious plan she proposes for his retirement account, suggesting the prospect of very healthy growth and a comfortable yearly income. Kate, a 38-year-old wealth management advisor, knows that for Robert, a conservative gentleman, it is important that he work with a firm that shares his values. Kate also knows there is a lot of competition ...
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