What type of things might be discussed when a client has an initial consultation with a Financial

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What type of things might be discussed when a client has an initial consultation with a Financial Planner? Explain.

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International Marketing And Export Management

ISBN: 9781292016924

8th Edition

Authors: Gerald Albaum , Alexander Josiassen , Edwin Duerr

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Posted Date: Apr 16, 2024 03:11 AM

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What type of things might be discussed when a client has an initial consultation with a Financial

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Answer During an initial consultation with a financial planner several key topics are typically discussed to assess the clients financial situation goals and needs These discussions are crucial for th... View the full answer

International Marketing And Export Management

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