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I just thank heavens this isn’t a doctor’s forum.
Find a more experienced partner that you can trust and lean on them. A lot of more experienced guys remember what it was like and are happy to help.
If you do an initial discovery meeting you don’t need to know much at all. Tell them you don’t give recommendations in the first meeting. Take the info you gather, get input from other advisors, build a plan, meet again to deliver recommendations. It’s not as hard as some people pretend it is.
What kind of training are you getting at work ?
Please explain more if you looking for assistance ?