• 理解金融顾问为什么那样投票他们多数不想承认自己客户投给能人管理的生意

    I guess I can understand why financial advisers might vote that way: Most wouldn't want to admit that they'd put their clients' money into a business run by incompetents.

    youdao

  • 爱荷华州西第蒙金融顾问沃尔特莫兹德泽尔说,“衡量客户财务状况其中一种快捷方法就是追踪每年资产负债表。”

    "One of the quickest ways to take the financial temperature of a client is to track their balance sheet from year to year," said Walt Mozdzer, a financial planner in West Des Moines, Iowa.

    youdao

  • 一个帮助财务顾问客户保持联络社交网络服务,同时遵守美国证券交易委员会(sec)、金融管理局(FINRA)金融服务局(FSA)的法规

    It's a social network that helps financial advisors keep in contact with clients - but is also in compliance with the rules from the SEC, FINRA and FSA.

    youdao

  • 亚洲我们一些客户家族企业,所以他们情愿聘用金融顾问税务顾问,这点没有欧洲成熟

    In Asia, some of our largest clients tend to be family-owned businesses and their willingness to use financial advisers and tax advisers is not as developed as in North America and Europe.

    youdao

  • 电子商务旅游教育金融交通工业方面客户进行顾问

    She advises clients who deal in thee-commerce, travel, education, financial, and transportation industries.

    youdao

  • 电子商务旅游教育金融交通工业方面客户进行顾问

    She advises clients who deal in thee-commerce, travel, education, financial, and transportation industries.

    youdao

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