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Options
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Anchoring the client to their original goal before introducing data
Correct answer
- B
Checking whether the client's risk profile has changed
- C
Building rapport by showing personal interest in the client
- D
Confirming the SIP amount is still appropriate
Why this is the answer
Raising a question before presenting information creates forward momentum. It activates the client's thinking so that when the data arrives, it lands in context — connected to something the client already cares about. The answer carries more weight because the client was waiting for it.
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