Home Expert Financial Planning For Clients Diagram Ppt Infographics
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This is a expert financial planning for clients diagram ppt infographics. This is a ten stage process. The stages in this process are establish and define client planner relationship, gather client data including goals, analyze and evaluate your financial status, develop and present financial planning, implement the financial planning recommendations, monitor the financial planning recommendation, client goals and objectives, cash flow, taxes, risk, portfolio analysis.
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