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Which of the following are client characteristics and factors that need to be evaluated prior to making a financial planning recommendation? The current level of
Which of the following are client characteristics and factors that need to be evaluated prior to making a financial planning recommendation?
The current level of interest rates in the marketplace.
Hugos financial risk tolerance.
Hugos interpersonal communication preferences
I only
II and III only
I and II only
I, II and III
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