Question: he is and after meeting him you understand why. While describing him to your friend Jim, wanted to know what was so great about financial
he is and after meeting him you understand why. While describing him to your friend Jim, wanted to know what was so great about financial planners in general. You responded wit the following statement "One of the most important qualities a professional financial plan brings to the client planner relationship is
Subjectivity.
Empatiy.
Objectivity.
Sympathy.
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