Adviser Engagement

Learning Goal: I’m working on a business writing question and need an explanation and answer to help me learn.


In future, you may be practicing as a financial adviser. Even if you don’t end up working in the financial planning industry, you (or a member of your family) will likely need to engage with a professional financial adviser to give you feedback on your ideas and to help implement your financial plan. The purpose of this assessment is to assess your ability to identify some important best practices and skills when providing financial advice to clients. It is required that we assess this as part of the FASEA accreditation for this course. This assessment involves watching some videos of financial advisers interacting with clients and answering two questions. The videos are on Youtube, with the link provided under the ‘Adviser Engagement’ section of the course website. We have provided videos of two advisers (Jeremy and Tristan) but you are only required to watch the videos of one adviser. The questions are under the ‘Questions’ section of the Adviser Engagement Instructions document.


There are two questions that you must answer. Please use headings for ‘Question 1’ and ‘Question 2’ and answer them separately.

Question 1

a) Provide specific examples of situations in which Tristan and/or Jeremy attempted to build a deep understanding of the client’s situation, needs, objectives (goals), financial literacy and tolerance for risk. Provide specific examples of situations in which they failed to do so.

b) Explain why it is an important part of the financial planning process for a financial adviser to have a deep understanding of the client’s situation, needs, objectives (goals), financial literacy and tolerance for risk in order to provide financial advice that is in the client’s best interest.

Question 2

a) ProvidespecificexamplesofstepsoractionsthatTristanand/orJeremyundertook to build trust with their clients. Provide specific examples of situations in which they failed to do so.

b) Explain why it is an important part of the financial planning process for financial advisers to build trust with their clients.

Here is the youtube link…

Get 20% Discount on This Paper
Pages (550 words)
Approximate price: -

Try it now!

Get 20% Discount on This Paper

We'll send you the first draft for approval by at
Total price:

How it works?

Follow these simple steps to get your paper done

Place your order

Fill in the order form and provide all details of your assignment.

Proceed with the payment

Choose the payment system that suits you most.

Receive the final file

Once your paper is ready, we will email it to you.

Our Services

Assignment Help has assembled a team of highly skilled writers with diverse experience in the online writing circles. Our aim is to become a one stop shop for all your Academic/ online writing. Check out below our amazing service!


Essay Writing Services

At Assignment Help, we prioritize on all aspects that creates a good grade such as impeccable grammar, proper structure, zero-plagiarism, and conformance to guidelines. The principal purpose of essay writing is to present the author's evaluation concerning a singular subject about which they have made. Since Professionalism is the mother of every success, try our team of experienced writers in helping you complete your essays and other assignments.


Admission Papers

You have been trying to join that prestigious institution you long yearned for, but the hurdle of an admission essay has become a stumbling block. We have your back, with our proven team that has gained invaluable experience over time, your chance of joining that institution is now! Just let us work on that essay.How do you write an admission essay? How do you begin the essay? For answers, try Quality Custom Writers Now!


Editing and Proofreading

Regardless of whether you're pleased with your composing abilities, it's never an impractical notion to have a second eye go through your work. The best editing services leaves no mistake untouched. We recognize the stuff needed to polish up a writing; as a component of our editing and proofreading, we'll change and refine your write up to guarantee it's amazing, and blunder free. Our group of expert editors will examine your work, giving an impeccable touch of English while ensuring your punctuation and sentence structures are top-notch.


Technical papers

We pride ourselves in having a team of clinical writers. The stringent and rigorous vetting process ensures that only the best persons for job. We hire qualified PhD and MA writers only. We equally offer our team of writers bonuses and incentives to motivate their working spirit in terms of delivering original, unique, and informative content. They are our resources drawn from diverse fields. Therefore your technical paper is in the right hands. Every paper is assessed and only the writers with the technical know-how in that field get to work on it.


College Essay Writing

If all along you have been looking for a trustworthy college essay service provider that provides superb academic papers at reasonable prices, then be glad that you search has ended with us. We are your best choice! Get high-quality college essay writing from our magnificent team of knowledgeable and dedicated writers right now!


Quality Assignment/Homework Help

We give the students premium quality assignments, without alarming them with plagiarism and referencing issues. We ensure that the assignments stick to the rules given by the tutors. We are specific about the deadlines you give us. We assure you that you will get your papers well in advance, knowing that you will review and return it if there are any changes, which should be incorporated.