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In the FPWM Client - Advisory journey, the Client Discovery step is the first interaction where a potential client is sitting down 1 1 and
In the FPWM ClientAdvisory journey, the Client Discovery step is the first interaction where a potential client is sitting down and getting to see you as a professional in your element. The conversation is highly structured and aims to get to know the client very deeply. Which of the following is information that the Advisor is not trying to get from the client during this meeting? 
In the FPWM ClientAdvisory journey, the Client Discovery step is the first interaction where a potential client is sitting down and getting to see you as a professional in your element. The conversation is highly structured and aims to get to know the client very deeply.
Which of the following is information that the Advisor is not trying to get from the client during this meeting?
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Credit Spreads Beginners Guide To Low Risk Secure Easy To Manage Consistent Profits For Long Term Wealth Creation
Authors: Casey Boon
1st Edition
1974677419, 978-1974677412
