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Desmond is very busy and has decided to give some of his younger clients to a junior insurance advisor. He has provided the junior advisor
Desmond is very busy and has decided to give some of his younger clients to a junior insurance advisor. He has provided the junior advisor a list of clients that he believes will be a good fit and asked the junior advisor to contact each client and set up an appointment to introduce herself. What must Desmond do to ensure that he is dealing with his clients in the best way possible? A. Make sure the junior insurance advisor has all the relevant information on the clients. B. Provide the clients with adequate notice of his intention to withdraw and transfer them to another advisor. C. Attend the client meetings with the junior advisor so that he can make sure that they know he has withdrawn his services. D. Work with the junior insurance advisor to make sure that his clients are correctly advised rather than withdrawing his services
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