老师您好,MOCK A 上午卷第9题(私人财富管理)里面的第二题Discuss the issue of goal prioritization for Greenregarding his retirement
vacation homeand the children’s education.。答案给的非常长,请问老师真实考场上该如何回复。(参考答案是:Green emphasizes the importance of funding his daughters' college education. Yet, he is also would like to purchase a vacation home in the next three months, and he's aware of impending retirement expenses starting in five years. Clients frequently face overlapping goals. While Green's desire for a vacation home and his daughters' education are immediate and short-term, he can't overlook long-term retirement and healthcare expenses. Funds expended in the short-term may endanger long-term goals.Wealth managers are positioned to guide their clients in prioritizing and realizing their goals)