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Madison is meeting with a new client, Jeffrey. In their initial meeting, Madison explains how she can help Jeffrey develop a comprehensive financial plan. Which
Madison is meeting with a new client, Jeffrey. In their initial meeting, Madison explains how she can help Jeffrey develop a comprehensive financial plan. Which of the following are Madison's roles in her client-planner relationship with Jeffrey? Analyzing Jeffrey's current financial status Assisting Jeffrey in implementing the financial plan Recommending strategies that will meet Madison's business goals Providing documentation Madison needs to complete the financial plan
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