A successful client meeting involves preparation, well-honed interpersonal skills and adherence to compliance procedures. All...
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A successful client meeting involves preparation, well-honed interpersonal skills and adherence to compliance procedures. All of this may come naturally to some advisers. However, for most, conducting a successful fact-finding meeting is a skill that will be acquired and developed over time. Required Discuss how to prepare for a successful fact-finding meeting. Explain the legal basis for using a fact find the document. Outline the elements of a successful fact-finding meeting.
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