(1)确立理财目标(Establish Objectives):客户在不同的阶段有不同的理财目标,客户在与FC会面前,内心里会对自身的情况有所认识,并对理财的结果有一定预期。
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Like yourself a little better, and establish objectives that are attainable in a detailed process.
喜欢自己多一点,并且建立出可以透过精细计划实现的目标。
Administrators need to be able to establish objectives, then leave the system to alert them when something is awry and provide relevant context to manage the alerted condition.
管理员需要能够建立目标,然后在出现问题时由系统通知他们并提供处理警报所需的相关上下文。
Modifications also establish the gating criteria to certify processes and their implementation, in the client environment, vis-a-vis the performance objectives.
还将进行适当的修改来确定标准,以在客户环境中保证业务流程及其实现满足性能目标。
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