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Personal Financial Information & Expectations Client(s) Appointment Date: / / 201 Appointment Time Have you worked with a Financial Professional in the past? Yes No Was the person referred to you?

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What is sfg client info-expectations prospect?

The sfg client info-expectations prospect is a form used to gather information about a prospective client's expectations and requirements.

Who is required to file sfg client info-expectations prospect?

Financial advisors and consultants are required to file the sfg client info-expectations prospect form.

How to fill out sfg client info-expectations prospect?

To fill out the sfg client info-expectations prospect form, you need to gather information about the client's investment goals, risk tolerance, and financial situation.

What is the purpose of sfg client info-expectations prospect?

The purpose of the sfg client info-expectations prospect form is to ensure that financial advisors have a clear understanding of their clients' expectations and needs.

What information must be reported on sfg client info-expectations prospect?

The sfg client info-expectations prospect form requires information about the client's investment objectives, risk tolerance, financial situation, and any specific requirements or preferences.

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