n NISM Certifications
NSM General NISM
Medium

Which advisory approach is most suitable for a “Recluse” personality type?

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

Options

  1. A

    Frequent aggressive sales calls

  2. Respecting privacy and taking a soft approach

    Correct answer

  3. C

    Focusing only on high-return products

  4. D

    Encouraging public networking opportunities

Why this is the answer

Recluse personalities value confidentiality and privacy, so advisors should maintain discretion and avoid being overly intrusive.

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