You have recently obtained your CFP designation, and are anxious to start working with clients. Lucky for you, a good friend of yours sent a referral your way. You have a meeting scheduled with Leslie, a NAIT grad who recently became a Chartered Accountant, at your office. You and Leslie have a good discussion, and you learn that Leslie is not really sure what he wants to with his money right now. You spend the next several weeks developing a financial plan for Leslie, and you contact Leslie again to arrange a date to meet with you to go over the plan. Leslie tells you that he was under the impression that the original meeting was simply two professionals engaging in a networking session. 

What, if anything, did you do wrong?

Answer rating: 100% (QA)

In this scenario it seems that I made a mistake in the initial communication with Leslie The impress... View the full answer