Financial Advisors Should Set Aside Judgments for the Balance of the Consultation

Multiple Choice

Financial advisors should set aside judgments for the balance of the consultation when:

A) The client expresses dismay over the advisor's fee.
B) The advice extends beyond hard financial practices and the client's wishes to the advisor's own preferences.
C) The advice does not maximize the advisor's own interests.
D) All of the above.
E) None of the above.