Question: A new client in an initial meeting has mentioned that they're in the process of getting divorced. The client seems hesitant to disclose any information
A new client in an initial meeting has mentioned that they're in the process of getting divorced. The client seems hesitant to disclose any information as to the financial implications of this and is sitting uncomfortably, with arms crossed.
An adviser would best respond to this situation by:
Select one:
a.
Letting the client know that your role is to provide the best possible advice for their situation and that, to do so, a complete picture is needed - while acknowledging that it's uncomfortable.
b.
As the client doesn't wish to discuss this topic, move on and respect their wishes.
c.
Telling the client this is not a unique situation and because it's common they should be forthcoming.
d.
Informing the client the divorce will need to be finalised prior to providing advice.
e.
None of the specific responses are appropriate.

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