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[Series 65] S653: Client Profiling & Risk Assessment: Building the Foundation
Hey, welcome to VoraPrep Audio. Glad you could join me. So, picture this. You're sitting across from a new client, Evelyn. She's 58, a successful marketing exec, and she's getting serious about retirement. She’s done well, has a good 401(k). You ask her about her goals, and she says she wants "signi…
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