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A financial adviser consultant agreement outlines the relationship between a financial advisor and a client seeking assistance with tax, investment, or budget matters. The video discusses the role of a financial consultant, who offers guidance to clients in planning their financial futures. Key responsibilities include assessing clients' financial situations, discussing goals, creating and presenting financial plans (e.g., retirement, education, investments), and managing financial products like insurance, stocks, and bonds. The tutorial highlights seven essential items to include in a contract, emphasizing the importance of a written agreement for both parties to ensure clarity and protection. Additionally, it offers advice on obtaining a free agreement template.
