Question: How can financial planners effectively reduce client stress and build rapport in the initial stages of the client - planner relationship? A ) By immediately
How can financial planners effectively reduce client stress and build rapport in the initial stages of the clientplanner relationship?
A By immediately discussing financial strategies to establish professional authority and efficiency.
B By employing techniques such as scaling questions, summarizing meetings, assigning mutual tasks, and creating a comfortable office environment.
C By minimizing personal engagement and focusing solely on financial data and analysis.
D By relying on external motivation alone to encourage clients to follow through with their financial plans.
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