Question: When a new client engages the financial planner, a scope of work agreement is reached between the planner and the client. This scope of work
When a new client engages the financial planner, a scope of work agreement is reached between the planner and the client. This scope of work agreement will likely detail
aHow much money the client is willing to spend to get a plan
bWhat the client must do to enable the plan to be developed.
cWhat core content areas are to be covered in the plan.
dAll of the above.
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