CWM_LEVEL_2 practice question 21 of 35

Section A (1 Mark) In traditional approach to client servicing ,product offers were determined prior to analysis of client needs where as in Need…

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Section A (1 Mark) In traditional approach to client servicing ,product offers were determined prior to analysis of client needs where as in Need Based approach a firm looks at book of business, and existing and targeted clients to assess its own core competencies and offerings
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Question 21 of 35

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