Question: As a wealth advisor, when you position the needs and opportunities that come from wealth transfer, what stage of the three - part approach to

As a wealth advisor, when you position the needs and opportunities that come from wealth transfer, what stage of the three-part approach to addressing family issues are you practising with your client?
a.
Discovering key information.
b.
Setting the stage.
c.
Building rapport.
d.
Planning for succession.

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