Question: Question 1 (50 marks) a) Provide specific examples of situations in which Tristan and/or Jeremy was able to either help the client to better understand

Question 1 (50 marks)

a) Provide specific examples of situations in which Tristan and/or Jeremy was able to either help the client to better understand their situation, articulate their goals and/or identify strategies to achieve those goals.

b) You hear someone aged 50 say, 'I dont really need a financial adviser. Im pretty good with managing money and I dont see the point of paying someone for advice.' After watching the videos of Tristan and/or Jeremy interacting with clients, what do you think are some of the advantages of someone aged 50 seeking financial advice even though they think they are good with managing money?

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