What is the clients responsibility during the financial planning process? To interpret all the information that
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What is the client’s responsibility during the financial planning process?
• To interpret all the information that is gathered.
• To provide the professional with all requested information.
• To pay their fees.
• To implement the financial plan.
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Related Book For
Fundamentals Of Financial Planning
ISBN: 9781936602094
3rd Edition
Authors: Michael A Dalton, Joseph Gillice
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