Scenario 2 Brad is a Financial Adviser. Sonia, Brad’s Client

Answer for Scenario 2 Brad is a Financial Adviser. Sonia, Brad’s Client for $5 Only (Instant Download)

financial adviser

Scenario 2 Brad is a financial adviser. Sonia, Brad’s client, is a single mother. She is financially and emotionally stressed, as her daughter has been ill and hospitalised for some time. Sonia has had to cut back on her work to care for her daughter, even though the medical expenses are ongoing Advice:

• In the initial face to face meeting Sonia appears to be distracted and has limited head space