Question: What is the first step financial planners take when using the KMSI R with clients? A ) Clarify the client's financial goals B ) Administer

What is the first step financial planners take when using the KMSIR with clients?
A) Clarify the client's financial goals
B) Administer the assessment after establishing trust and rapport
C) Incorporate the results into an investment strategy
D) Diagnose the clients financial personality

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