Question: What step in the financial planning process involves the financial planner identifying a client's financial strengths and weaknesses? A ) Prospecting for new clients B
What step in the financial planning process involves the financial planner identifying a client's financial strengths and weaknesses?
A
Prospecting for new clients
B
Communicating the recommendations
C
Analyzing and evaluating the client's current financial status
D
Gathering information necessary to fulfill the engagement
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