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Ranpreet is advised by his client of an inheritance that she will receive that will...

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Finance

Ranpreet is advised by his client of an inheritance that she will receive that will significantly change her risk profile. What step in the financial planning process should Ranpreet take with his client?
Question 25 Answer
a.
Implement recommendations.
b.
Analyze data and information.
c.
Collect data and information.
d.
Conduct a periodic review and follow-up.

Answer & Explanation Solved by verified expert
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