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Options
- A
Someone who delivers reliable service but remains slightly deferential
- B
Someone who uses persuasion techniques to win every meeting
-
Someone the client needs too — calm, no desperation, fee held without apology
Correct answer
- D
Someone who always closes a sale by the end of the meeting
Why this is the answer
The Peer identity is defined by mutual need, not one-sided dependency. The wealth manager doesn't need the meeting to go a specific way. That detachment creates calm authority, which shifts the client's perception from vendor to equal.
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