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Where should yBella, a fee-based Financial Planner, is meeting with Jeremiah, a prospective client. Jeremiah isn't very happy with the service he's receiving from his
Where should yBella, a fee-based Financial Planner, is meeting with Jeremiah, a prospective client. Jeremiah isn't very happy with the service he's receiving from his current Financial Planner so he's considering transferring his portfolio to a new advisor. How should Bella respond to Jeremiah's criticisms regarding his current planner? She should use this opportunity to win business by further disparaging Jeremiah's current planner She should respectfully ask the client to stop speaking about their current planner She should acknowledge Jeremiah's feelings and focus on the value that she can provide to Jeremiah She should ignore the comments altogether our.
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