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Describe the need-satisfaction presentation format. In the answer, include the two selling styles that are common with this format.
Mutual Funds
Investment programs funded by shareholders that trade in diversified holdings and are professionally managed.
Investment Objectives
The financial goals that guide an investor's decisions, including risk tolerance, time horizon, and return expectations.
Asset Allocation Guidelines
Framework for distributing an investor's portfolio among different asset categories.
Conservative Investors
Individuals who prefer lower risk investments and often prioritize capital preservation and income over high returns.
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