Question
1.Explain the importance of a financial adviser having a deep understanding of the clients situation, needs, objectives (goals), financial literacy and tolerance for risk in
1.Explain the importance of a financial adviser having a deep understanding of the clients situation, needs, objectives (goals), financial literacy and tolerance for risk in order for them to provide financial advice that is in the clients best interest
2.Why is it an important part of the financial planning process for financial advisers to build trust with their clients?
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The Oxford Handbook Of Pricing Management
Authors: Ozalp Ozer, Robert Phillips
1st Edition
0199543178, 978-0199543175
