Ranpreet is advised by his client of an inheritance that she will receive that will...
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Finance
Ranpreet is advised by his client of an inheritance that she will receive that will significantly change her risk profile. What step in the financial planning process should Ranpreet take with his client?
Question Answer
a
Implement recommendations.
b
Analyze data and information.
c
Collect data and information.
d
Conduct a periodic review and followup
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