Question

As a new advisor, it is important for Soni to assess each client's situation. She is meeting with Bob and Sue, and they are outlining all of their goals to Soni at their first meeting. Needs analysis is one of the most important steps, but she can't perform a needs analysis without understanding the client's situation first. What is the most important measure that Soni should take during her meeting with Bob and Sue? • Document every step. • Provide copies of documentation to client. • Provide recommendations. • Commit to stay in contact with client once a year.

          As a new advisor, it is important for Soni to assess each client's situation. She is meeting with Bob and Sue, and they are outlining all of their goals to Soni at their first meeting. Needs analysis is one of the most important steps, but she can't perform a needs analysis without understanding the client's situation first.
What is the most important measure that Soni should take during her meeting with Bob and Sue?
• Document every step.
• Provide copies of documentation to client.
• Provide recommendations.
• Commit to stay in contact with client once a year.

Added by Adri-N F.

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