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Work through a couple of scenarios in which you read about a client and try to determine the related group. QUESTIONS 1. You’re working with a client who ponders hard and long about financial decisions. Sometimes this prevents him from taking action. This client fits into the group: a) high roller b) achiever c) perfectionist d) optimist 2. An adventurer can be described as someone who: a) prefers making her own financial decisions b) enjoys challenge in money management c) is motivated by making wise use of money d) is not concerned about money View Answers >> ANSWERS 1. If you answered, Perfectionist, you're correct. 2. A High Roller is curious and enjoys stimulation and challenge in money management. View Questions << A style page, specific to a related group, is provided in client reports; therefore, you do not need to memorize groups and descriptions. Just take time to review the group information before your client meeting. |
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