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For this reason if ques9onnaires are amended you must keep the ques9on numbers for the speci c ques9ons the same because the responses or variables will be coded based upon these ques9on numbers. Before eldwork it possible answer categories are suitable for this popula9on. These 20 clients should be representa9ve of your usual client popula9on. Ques9ons can be omiGed but it is important that the order of ques9on numbers for the speci c ques9ons are not changed nor the answer categories. The...

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Assessing client profile amp is a process of evaluating a client's financial status, risk tolerance, and investment objectives.

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