How should a financial planner shake hands with a client when meeting for a discovery meeting?

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Fundamentals of Law Office Management

ISBN: 978-1133280842

5th edition

Authors: Pamela Everett Nollkamper

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Posted Date: Jan 31, 2024 11:48 AM

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How should a financial planner shake hands with a client when meeting for a discovery meeting?

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In a discovery meeting a financial planner should offer a firm and con... View the full answer

Fundamentals of Law Office Management

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