"Every CFP worth his or her salt will give the client a no-obligation initial interview, to talk about their goals and objectives, " says Lewis Walker, a Norcross, Ga.

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Bryant's attorneys had requested that the recording of the interview be suppressed, saying their client should have been read his rights before it was made.

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He tells the story of a client who was heading from the airport to an interview with a company in Indianapolis.

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