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Options
- A
Immediately adjusts the proposal to match client expectations
-
Becomes curious and listens without becoming defensive
Correct answer
- C
Provides detailed justification to defend the recommendation
- D
Escalates the conversation to a senior colleague
Why this is the answer
Curiosity under challenge signals confidence and security. Defensiveness or over-explanation signals that the wealth manager needs the client's approval. A peer doesn't require validation — they engage from a position of genuine interest.
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