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Quite often, an adviser will encounter a client whose goals are unrealistic, given the financial resources they have at hand or the degree of risk

Quite often, an adviser will encounter a client whose goals are unrealistic, given the financial resources they have at hand or the degree of risk they are prepared to accept. Discuss

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When an adviser encounters a client with unrealistic goals it can be challenging to navigate the situation effectively Here are some key consideration... blur-text-image

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