What are examples of at least four internal data items collected from the client as part of the “gather client data” part of the financial planning process and what actions should you take if a client’s fails to provide you with important data/information for one of the areas of financial planning.
What are examples of at least four internal data items collected from the client as part of the “gather client data” part of the financial planning process and what actions should you take if a client’s fails to provide you with important data/information for one of the areas of financial planning.