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Options
- A
Clients have limited attention spans and prefer short meetings
-
Unnecessary information creates confusion and reduces the impact of the key message
Correct answer
- C
SEBI guidelines require client communications to be concise
- D
Shorter conversations reduce the risk of giving incorrect advice
Why this is the answer
In a client narrative, every piece of information either serves the story or dilutes it. When a wealth manager adds data, comparisons, or context that does not connect to the insight or next step, it competes with what matters. Precision — knowing what to leave out — is as important as knowing what to include.
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