Question: Before an investor and advisor can construct a policy statement, they need to have An open and frank exchange of information, ideas, fears, and goals.

  1. Before an investor and advisor can construct a policy statement, they need to have
  1. An open and frank exchange of information, ideas, fears, and goals.
  2. To build a framework for this information-gathering process, the client and advisor need not to discuss the clients investment objectives and constraints.
  3. All of the above correct
  4. None of the above correct

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