NO.PZ2024101802000039
问题如下：
How to identify objectives?
选项：
解释：
1.Quantifying goals:Wealth managers help clients develop realistic and achievable goals, then create plans to quantify them.
2.prioritizing goals:Assist clients in setting priorities when they have multiple or conflicting objectives.
3.Adjusting to changing goals:Conduct regular reviews of financial goals and circumstances to adjust investment strategies as needed.
(1)Quantification.Quantify all the client's objectives.
(2)Prioritization.Prioritize the primary goal when dealing with multiple objectives.
(3)Adjustion. If analysis shows insufficient capital, the manager must revise objectives with client.