engaging with clients in financial planning

Identify a common problem your company encounters when engaging with clients in financial planning.  Your problem must be specific and relevant. The problem may be…

Identify a common problem your company encounters when engaging with clients in financial planning. 

Your problem must be specific and relevant. The problem may be a
particular bias, client anxiety, assumption (e.g. heuristic) or
information uncertainty.

This could have occurred as a result of:

an error or misunderstanding with the clientpoor processing/systems in the company which has resulted in a poor outcome for the clientproviding the wrong type of service to the wrong client segmenta lack of staff knowledge/training which has resulted in a client complainta client leaving the company or requesting to deal with someone
else in the company as a result of poor experience/misunderstanding or
merely a personality clash (behavioural biases).

If you do not have direct experience in financial planning or direct client engagement experience, interview 

a financial adviser and ask them to identify a common problem they encounter when engaging with clients.

If you decide to do this, you can use the interview questions in Appendix 1 of Assignment 1 to help you ask the right questions
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