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A financial adviser consultant agreement outlines the relationship between a financial advisor and a client seeking guidance on matters like taxes, investments, and budgeting. The financial advisor's primary roles include assessing clients' financial situations, discussing their goals, creating and presenting comprehensive financial plans, and facilitating the buying and selling of financial products. It is essential for both parties to agree on a contract that includes specific elements to protect their interests. The tutorial also provides a free agreement template and highlights seven key items that should be included in this contract for effective collaboration.
