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Options
- A
The expert who educates the client on financial products
- B
The authority figure who tells the client what decision to make
-
The guide who helps the client — the hero — move from where they are to where they want to be
Correct answer
- D
The narrator who presents data in a clear and structured format
Why this is the answer
The presenter is not the hero. The client is the hero. The wealth manager's job is to be the guide — the one who gives the hero what they need to move forward. This framing changes how a conversation is structured: it centres on the client's journey, not the wealth manager's knowledge.
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