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    Personal Financial Planning Study Set 3
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    Exam 3: Beginning the Planning Process
  5. Question
    The Purpose of the Initial Client Interview Is
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The Purpose of the Initial Client Interview Is

Question 15

Question 15

Multiple Choice

The purpose of the initial client interview is:


A) To establish goals.
B) To gather data.
C) To establish whether the client and advisor wish to work together.
D) All of the above.
E) Only b and c above.

Correct Answer:

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