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How do I learn how to interact with clients? Like advice for someone in sell side sales? Anyone know any good books or other resources? I found this video and I want to learn more tips like this: http://www.cnbc.com/2015/01/14/master-class-entertaining-wall-street-clients-commentary.html
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They will send to you by default. Just make sure to update them if you move.
They will send by default
No- update the address. They mail it to whatever address they have on file. "If you move"= moving apartments.
Thanks Jefferies and CS. But what do you mean by update them? Update the previous firm that I'm employed with a different firm?
Got it, thanks Citi!