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Under which of the following steps does the wealth manager develops a SWOT chart for the client?

Under which of the following steps does the wealth manager develops a SWOT chart for the client?

A. Identifying Goals and Objectives

B. Identifying and Clarifying the Current Situation

C. Developing a Wealth Management Plan

D. Analysing Financial Issues

Reference: https://www.researchgate.net/publication/319367788_SWOT_ANALYSIS_A_THEORETICAL_REVIEW


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