Recommendations Development: Proposes actions like increasing income, controlling expenses, or reallocating assets to meet future needs.
Plan Implementation: Executes financial decisions, completing necessary procedures and paperwork.
Monitoring Plans: Regularly reviews financial plans to ensure alignment with goals and adjusts for changes in client circumstances or market conditions.
Fee-Only Advisers: Earn income solely from clients, avoiding conflicts of interest from product commissions, focusing on comprehensive financial planning.
Execution-Only Services: Distributors earn commissions from product sales, executing transactions without necessarily providing holistic advice.
MODELEXAM® 
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