/ http://www.slideshare.net/images/logo.gif / 際際滷Share feed for 際際滷shows by User: bicolano https://cdn.slidesharecdn.com/profile-photo-bicolano-48x48.jpg?cb=1571727233 - Provide potential financial solutions for clients to chose from - Assess clients current financial resources - Determine clients financial goals - Assist clients develop a financial plan at the least cost to them - Ensure that clients take action to ensure the execution of their financial plan - Regularly monitor and review with the client their plan and recommend revisions to the plan depending on the changes in the clients status. http://www.iconceptz.com