AAFM Chartered Wealth Manager (CWM) Global Examination GLO_CWM_LVL_1 Question # 247 Topic 25 Discussion

AAFM Chartered Wealth Manager (CWM) Global Examination GLO_CWM_LVL_1 Question # 247 Topic 25 Discussion

GLO_CWM_LVL_1 Exam Topic 25 Question 247 Discussion:
Question #: 247
Topic #: 25

What is the most essential characteristic to be in existence at the stage of establishing client relationship?


A.

Collection of personal details


B.

Establishing trust and confidence


C.

Data gathering from the client


D.

Providing the client with an healthy atmosphere


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