Fp1 chapter 1 - Study guides, Class notes & Summaries

What is the role of the advisor? - It is to take the client-driven approach, and building-relationship approach. Focus on the goal, identify barriers, provide product and service to meet the client needs. What is Providing financial advice? - It is the method you use to assess client's situation. Define their goals , prioritize them and develop strategies to meet them. What is the "FULL SERVICE OFFER"? - It is the level of service that takes in consideration the client's needs, as you ...