Leo is a new client looking for some investment advice. He is 65 years old...
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Leo is a new client looking for some investment advice. He is 65 years old and still working, and your practice has a majority of clients under age 30. Which aspect of planning would likely be more important to Leo than to younger clients in the practice?
A)
Interest in obtaining more credit
B)
Interest in alternative investments
C)
Relationships with multiple firms
D)
Adviser understands his risk tolerance
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