What is the best way to address gaps

Reference no: EM133608031

Question: What is the best way to address gaps in an Advisor's understanding of the client's financial situation? Review Later Skip this information, and skip creating a Financial Plan. A good Advisor doesn't waste time on paperwork. Demand the client provide everything that's needed, up front. A good Advisor gets what they need, the first time. Skip this information and create a draft Financial Plan. A good Advisor can work with the client to get what's required at the right time. Skip this information and create a final Financial Plan. A good Advisor can improvise, and can work with suboptimal information.

Reference no: EM133608031

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What is the best way to address gaps : What is the best way to address gaps in an Advisor's understanding of the client's financial situation? Review Later Skip this information

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