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As a financial planner, you are preparing for a meeting with your new client, Connor. What would you be most likely to ask Connor to

As a financial planner, you are preparing for a meeting with your new client, Connor. What would you be most likely to ask Connor to bring to the meeting?

A. Pictures of his children.

B. His parents.

C. Any will and codicil.

D. Sales records for his business.

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