n NISM Certifications
NSM General NISM
Medium

What do many HNI clients expect from an advisor apart from investment products?

Practice question from Advanced B1 S6 — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Stock tips only

  2. Tax and legacy planning guidance

    Correct answer

  3. C

    Daily market predictions

  4. D

    Guaranteed returns

Why this is the answer

Affluent clients often seek holistic support including retirement planning, wealth transfer, tax efficiency, and estate planning.

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