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You, as a wealth manager, will have a meeting with a potential client next week. He is single, graduated a few years ago and is
You, as a wealth manager, will have a meeting with a potential client next week. He is single, graduated a few years ago and is working as a programmer. In the coming meeting, what should be your focus(es) according to the 6-Step Financial Planning Process ? Give your answers with justifications. (Answers in point form are acceptable).
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