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A financial adviser consultant agreement is made between an advisor and a client needing financial guidance. A financial consultant, or advisor, provides information and guidance to individuals or companies for proper financial planning. The primary roles of a financial consultant include assessing financial situations, discussing goals, creating financial plans, and buying or selling financial products. When creating a contract, it is essential to include seven key items to protect both parties' interests. This includes details on services provided, fees, termination terms, and confidentiality agreements. Creating a clear and comprehensive agreement is necessary for a successful working relationship between the financial consultant and the client.
