who you will advice the client about financial planning and how could convert into business.

Question

Accepted Answer

I would advise the client on creating a comprehensive financial plan tailored to their specific needs and goals.

Assess the client's current financial situation and future goals
Educate the client on various investment options and risk management strategies
Develop a personalized financial plan that aligns with the client's goals
Regularly review and adjust the plan as needed
Provide ongoing support and guidance to help the client achieve their financial objectives
Convert the financial planning into business by offering investment products and services that align with the client's plan