Product details

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Case
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Reference no. 9B04C015
Published by: Ivey Publishing
Originally published in: 2004
Version: 2004-04-20
Length: 8 pages
Data source: Field research

Abstract

The vice-president at a large investment firm has discovered that some clients have taken significant losses and determines that it was due to the actions of one of the firm''s investment advisors. He has no choice but to terminate this advisor''s employment with the firm and must determine how to communicate with and maintain the relationships with these clients. The supplement, Greentree Investment Corporation (B), product ''9B04C016'', continues with the situation and looks at dealing with angry customers.
Location:
Size:
Medium
Other setting(s):
1999

About

Abstract

The vice-president at a large investment firm has discovered that some clients have taken significant losses and determines that it was due to the actions of one of the firm''s investment advisors. He has no choice but to terminate this advisor''s employment with the firm and must determine how to communicate with and maintain the relationships with these clients. The supplement, Greentree Investment Corporation (B), product ''9B04C016'', continues with the situation and looks at dealing with angry customers.

Settings

Location:
Size:
Medium
Other setting(s):
1999

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