Prior to Engaging the Services of a Financial Planner, an Introductory

Prior to engaging the services of a financial planner, an introductory meeting between the financial planner and the client is normally arranged and serves a number of purposes including to:

A) establish the relationship between the planner and the client.
B) provide the planner with an opportunity to learn about the client, the client's cir?cumstances and needs and to determine what the client is hoping to accomplish from the relationship.
C) provide the client with an opportunity to learn about the planner and the services they offer and whether the planner is likely to be able to satisfy the client's requirements.
D) all of the above.