Câu 10: AFP: Applied Financial Planning
Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?
Nội dung câu hỏi
Carla, a financial planner, is meeting with a long-standing client, Jonathan. Jonathan informs Carla that he is upset and disappointed with the negative returns experienced with his investment portfolio. After acknowledging Jonathan's concerns, what should Carla's first step be in addressing his complaint?
Các lựa chọn
Đáp án được giữ gọn theo nhãn A, B, C, D trong phần bình chọn tương tác.
- A. Offer alternative investment options in line with Jonathan's risk tolerance.
- B. Revisit Jonathan's goals, objectives and risk tolerance with him. — đáp án hiện tại
- C. Remind Jonathan that investing is a long-term process and losses will likely be recovered.
- D. Remind Jonathan about the risks associated with investing, as well as the possible volatility and impact on investment returns.
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