Part 2

A successful client meeting involves preparation, well-honed interpersonal skills and adherence to compliance procedures. All of this may come naturally to some advisers. However, for most, conducting a successful fact finding meeting is a skill that will be acquired and developed over time.

Required

 Discuss how to prepare for a successful fact finding meeting.

 Explain the legal basis for using a fact find document.

 Outline the elements of a successful fact finding meeting.