Practice Quiz

Financial Planner

Category - General Principles of Financial Planning

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Which of the following should you do in order to effectively communicate with your clients?
  1. Mirror the client’s gestures, speech patterns, etc.
  2. Refrain from eye contact
  3. Disregard the client’s facial expressions
  4. Use large hand gestures to ensure the client sees them
Explanation
Answer: A - You should use effective mirroring of the client’s gestures, speech patterns, etc. Use eye contact to hold the client’s attention. Make sure to recognize and evaluate the client’s facial expressions, even if their words send a different message. Use appropriate gesturing, but do not make the gestures too large, because that can be distracting.
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