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    Personal Financial Planning Study Set 3
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    Exam 3: Beginning the Planning Process
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    The Conclusion of the Client Interview Typically Includes
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The Conclusion of the Client Interview Typically Includes

Question 9

Question 9

Multiple Choice

The conclusion of the client interview typically includes:


A) The advisor indicating that the time is drawing to a close.
B) The advisor summing the points covered during the meeting.
C) The advisor establishing a date or other plan for action.
D) All of the above.
E) None of the above.

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