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Which of the following are dangers of allowing the session to drift at the beginning?
(Select 3 answers)
You’ve just introduced yourself to the client and taken part in initial pleasantries and small talk. Which module of the PlanHappy process do you quickly move onto?
The client hands you some paperwork that they want answers on. What do you do with it?
The client has ambushed you with a technical question at the outset – how do you turn it around?
Who, of the attendees of the Site Survey, knows the process that is to be followed?
What is the common client perception of how their meeting with a ‘financial adviser’ will go?
What is a technical wrestling match?