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112364 M2 Trusted Advisor Journal M2 Trusted Advisor Journal Journal Prompt A new client comes into your office with a grocery bag of receipts and
112364 M2 Trusted Advisor Journal M2 Trusted Advisor Journal Journal Prompt A new client comes into your office with a grocery bag of receipts and bank deposit slips and says, "I want you to take care of these. I need financial statements to get a loan from the bank." How would you respond? For this journal, consider: How would you define the scope of your service to the client? (For example, timeline, fee, work expectations) How will you gain understanding of the services needed? How will you gather and share information with the client? How can you help guide/educate your client to make your job easier next time? This is a short writing exercises designed to make you think how you would approach this client situation. I would estimate the response to be about 1 page in length. This is worth 5 points
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Step: 1
Approaching the New Client Building Trust and Clarity Imagine a new client walks ingroceries in handseeking help with financial statements for a loan applicationWhile eager to assistits crucial to app...Get Instant Access to Expert-Tailored Solutions
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