Question: Develop open ended questions for the following statement below. Susan Holland has come to see you. She is 72 and just lost her husband. She
Develop open ended questions for the following statement below.
Susan Holland has come to see you. She is 72 and just lost her husband. She has assets in her name but is also inheriting from her husband's estate. She has two children that live out of state and 5 grandchildren. She has been referred to us by another client saying "Susan needs some advice". Now you have to play detective. What open ended questions will you ask to determine her financial picture? What questions will you ask to determine her perceived concerns and goals and potential problems that she may have?
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