Question: FNSSAM 4 2 1 Resource To determine client needs, complete the following table: Scenario 2 - Nam and Sophie please ensure you choose a service

FNSSAM

421

Resource

To determine client needs, complete the following table:

Scenario

2 -

Nam and Sophie

please ensure you choose a service that may cater to a future need that you may not be able to offer as a broker in the products and services section.

Needs and expectations:

need help to find a better solution

Products and services to recommend

(

should be more than

1)

Actual or potential risks with recommendations:

Information to input to CRM to ensure data is accurate and relevant to clients:

FNSSAM421 Resource To determine client needs, complete the following table: Scenario

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