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Ranpreet is advised by his client of an inheritance that she will receive that will significantly change her risk profile. What step in the financial
Ranpreet is advised by his client of an inheritance that she will receive that will significantly change her risk profile. What step in the financial planning process should Ranpreet take with his client? Question 36Answer a. Implement recommendations. b. Analyze data and information. c. Conduct a periodic review and follow-up. d. Collect data and information
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