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Options
- A
Present all three options and let the client decide which feels right
- B
Recommend the most impactful option first, then mention the others as alternatives
-
Ask the client which goal is most pressing right now, then recommend one action tied to that goal
Correct answer
- D
Send a written summary after the meeting with all three options laid out clearly
Why this is the answer
A narrative needs one ending. When a wealth manager presents multiple possible next steps, the client's attention splits across all of them and the meeting ends without movement. Tying the single recommended action to the client's own stated priority keeps the client as the hero making a decision — not a passive recipient of options.
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