Question: To determine client needs, complete the following table:Scenario 2 - Nam and Sophie - please ensure you choose a service that may cater to a

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: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:

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