Tell me did he or she ask me questions and seem to be interested in me?

Submitted by: Muhammad
“Does he or she talk 90% of the time? If it's more like 60/40 and he has asked you how he or she can help you, that's really important. Financial planning about looking at the person's individual circumstance instead of punching in some numbers - it's based on the client's goals, financial background, what they believe about money, etc.”
Submitted by: Muhammad

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