Greentree Investment Corporation (B)

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Compact case

Supplement

Reference no. 9B04C016

Subject category: Human Resource Management / Organisational Behaviour

Authors: Christina A Cavanagh (Ivey Business School, Western University); Suzanne Rasmussen (Ivey Publishing, Western University)

Published by: Ivey Publishing

Originally published in: 2004

Version: 2004-04-20

Length: 5 pages

Data source: Field research

Topics: Communications; Personnel management; Customer relations; Employee termination

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Abstract

An investment advisor must take over the clients of another advisor who has been terminated due to poor performance. These clients are extremely upset with the situation, and one customer has demanded that his losses be reimbursed by the company. The investment advisor must decide how best to handle this angry customer. This is a supplement to Greentree Investment Corporation (A), product ''9B04C015''.

Location:

Canada

Industry:

Security and commodity brokers, dealers

Size:

Medium

Other setting(s):

1999