presentations, wellness days. B. Identify needs: Employ open-ended questioning to understand clients' financial
presentations, wellness days. B. Identify needs: Employ open-ended questioning to understand clients' financial
fields. We regret that we are unable to assist in any fields outside of this scope. Fields can be viewed
fields. We regret that we are unable to assist in any fields outside of this scope. Fields can be viewed
Regret that we are unable to provide assistance for any fields outside of this scope. Fields can be viewed