Which of the following is NOT part of establishing a relationship with a client (step...
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Finance
Which of the following is NOT part of establishing a relationship with a client (step 1 of the financial planning process)? asking the client to provide you with their income and expense information telling the client what services you offer O sharing some information about your interests and asking the client about theirs O outlining the fees you will charge for your services A Moving to the next question prevents changes to this answer. 99+ O
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