Question: QUESTION 28How is the wealth plan model different from the traditional advisory model? a. It is based on knowing all the products that are available.b.
QUESTION 28How is the wealth plan model different from the traditional advisory model? a. It is based on knowing all the products that are available.b. It is reactive rather than proactive.c. It is based on relationship building rather than selling products.d. It eliminates the need for referring clients to other professionals.
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