Question: A new client in an initial meeting has mentioned they're in the process of getting divorced and seem hesitant to disclose any information as to
A new client in an initial meeting has mentioned they're in the process of getting divorced and seem hesitant to disclose any information as to what this means financially for them. The client is sitting with their hands crossed and it's clear they're not comfortable yet.
An adviser would best respond to this situation by:
Select one:
O a Let the client know that your role is giving the best possible advice for their situation, and to do so a complete picture is needed, while acknowledging it's uncomfortable.
O b As the client doesn't wish to discuss this topic, move on and respect their wishes.
O c Tell the client this is not a unique situation and because it's common they should be forthcoming.
O d Inform the client the divorce will need to be finalised first so it's easier to provide advice.
O e None of the specific responses are appropriate.
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