This is June Brown, your financial advisor, calling about your investment portfolio review.
I was looking over the account details you provided,
and I noticed that some information is missing.
Specifically, I don't have the latest updates on the income and valuations from your real estate investments.
These details are the missing pieces of the puzzle for a complete analysis of your financial situation.
Could you please email me the recent appraisals and income statements from your rental properties?
I won't be able to finalize the review of your investment portfolio without them...
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Short Talk 233
Hello, Mr. Robson. This is June Brown, your financial advisor, calling about your investment portfolio review. I was looking over the account details you provided, and I noticed that some information is missing. Specifically, I don't have the latest updates on the income and valuations from your real estate investments. These details are the missing pieces of the puzzle for a complete analysis of your financial situation. Could you please email me the recent appraisals and income statements from your rental properties? I won't be able to finalize the review of your investment portfolio without them...