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You're a new CERTIFIED FINANCIAL PLANNERT professional who has started an advice-only financial planning firm, where your clients are responsible for the implementation of
You're a new CERTIFIED FINANCIAL PLANNERT professional who has started an advice-only financial planning firm, where your clients are responsible for the implementation of the advice. A new client has come to you for assistance with crafting an investment portfolio to support their financial independence goal. Per the CFP Board's Practice Standards, after you have presented the client with your recommendations, what should be your next step?
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