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250 Words

  35 Pages 8800 Words

 Financial planning

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Preparation by both the client and the planning team is essential to a successful client meeting. Describe the preparation that should be made to ensure the success of the initial interview held in your office. (250 words)List the documents that you would provide a client during, or prior to, the initial meeting. Explain the contents of each document and why they are necessary. (200 words)Outline how you would develop rapport with a client during your first meeting. (200 words)Explain to a clien ...

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