When should you first present alternatives to the client?

Question

Quizplus · Accepted Answer

After you analyze and evaluate the client's financial status, you should develop your recommendations for the client. This should include your recommendations and any alternatives. If the client requests alternatives at any point during the process, including after monitoring progress, you should present the client with alternatives also at that point. However, the first step where you present alternatives is when you present your recommendations.

When Should You First Present Alternatives to the Client