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As an advisor, and based on the coursework/textbook(s), what is your role with respect to taxation and the handling of clients? In addition, imagine that
As an advisor, and based on the coursework/textbook(s), what is your role with respect to taxation and the handling of clients? In addition, imagine that you are a financial advisor and are speaking with a high-net-worth client. Write a brief script of what you would say to your client when promoting your services in a holistic advisor/client relationship, with respect to tax management and the overall wealth-management process.
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