Financial Planner

Category - General Principles of Financial Planning

What is the least effective, of the following, when working with clients?
  1. Open-ended questions
  2. Closed-ended questions
  3. Probing questions
  4. Cultural sensitivities
Explanation
Answer: B - You can choose from many theoretical approaches when dealing with clients. However, you should also understand how to apply basic counseling skills. Use open-ended rather than closed-ended questions to encourage clients to speak freely instead of simply giving a “yes” or “no” answer. Use probing questions, and be aware of cultural sensitivities.
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