Robert is a CFP professional and has entered into a signed engagement letter to provide the first
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Six months after Robert provides the client with his recommendations, the client approached Robert about purchasing a life insurance policy through Robert, which was one of the recommendations in the plan. Is Robert still engaged with the client?
Related Book For
Auditing a risk based approach to conducting a quality audit
ISBN: 978-1133939153
9th edition
Authors: Karla Johnstone, Audrey Gramling, Larry Rittenberg
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