The conclusion of the client interview typically includes:
A)The advisor indicating that the time is drawing to a close.
B)The advisor summing the points covered during the meeting.
C)The advisor establishing a date or other plan for action.
D)All of the above.
E)None of the above.

Question

Quizplus · Accepted Answer

The client interview should have a conclusion that includes all of the options listed. The advisor should indicate that the meeting is coming to an end, summarize the points covered, and establish a plan for action or a follow-up date. This ensures that both the advisor and the client are on the same page and understand any next steps that need to be taken.

The Conclusion of the Client Interview Typically Includes