Question: Question 3 If a client is in distress from a traumatic event, a financial planner should consider the appropriateness of referring the client to a:

Question 3
If a client is in distress from a traumatic event, a financial planner should consider the appropriateness of referring the client to a: _____________________.
a. Estate planning attorney
b. Mental health professional
c. CPA
d. Compliance officer

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