When is the most appropriate time to do the actual fact finding and copying of statements?

Article ID: 115

Last updated: 20 Nov, 2019

Most, if not all the “facts” you need are in the documents. The biggest value you provide your clients is saving time. Don’t waste their time asking irrelevant questions. If you find, during the plan creation process, you need some information, just call you client and ask for it.

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