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 client-planner 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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