Across
- 6. These include general comments about financial strategies or products but do not take the client’s personal circumstances into account
- 8. Advice These statements are tailored to the client’s income, family situation, age or retirement goals.
- 9. ability to guide, encourage, or shape another person's thoughts, decisions, or actions through communication, trust, and understanding rather than through pressure or authority
- 10. Clarity, Acknowledge, Level-set, Move forward
Down
- 1. Process of ensuring a client is informed, suitable and prepared before meeting an Adviser
- 2. a statement that provides important information, limitations, warnings, or clarifications about a product, service, communication, or advice
- 3. Australian Government's secure online portal that allows individuals to access and manage a range of government services
- 4. the costs charged for a service provided by a professional or business.
- 5. achieving the desired outcome or objective through effective actions, preparation, and execution
- 7. natural structure or pathway of a conversation that helps guide a client call from introduction through to the desired outcome.