April 19, 21, and 23

This week was also spent doing a spread sheet for Terry and Rebecca. This week though, I spent analyzing last year's sales data. I recorded the unrealized gains and losses of the clients' investments in mutual funds, stocks, bonds, ETFs and cash & money funds. I had to fill in the unit cost of how much Terry bought each investment for and I analyzed what the return was for the client. On a lighter note, I helped Rebecca pick out the birthday card that we will start sending to each client when it comes time for their birthdays. This is a form of marketing because it is keeping up with customer relations.