When is it best to ask open-ended questions during a client meeting? Only when a client resists
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When is it best to ask open-ended questions during a client meeting? Only when a client resists providing information relevant to the financial plan. Only during the annual financial plan review session. At the end of the meeting to clarify objectives. At the beginning of the meeting to fully explore the client's overall situation and goals.
Related Book For
Auditing Cases An Interactive Learning Approach
ISBN: 978-0132423502
4th Edition
Authors: Steven M Glover, Douglas F Prawitt
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