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Smart Start Financial Services
Question 01
A client needs urgent advice about their SMSF investment strategy but you're fully booked. How would you handle this situation?
Correct Answer 01
A client needs urgent advice about their SMSF investment strategy but you're fully booked. How would you handle this situation?
Assess urgency, offer brief phone consultation, schedule priority meeting within 24-48 hours, provide interim guidance document on SMSF strategies.
Question 02
A potential client is concerned about retirement planning but hesitant about fees. How would you address their concerns?
Correct Answer 02
A potential client is concerned about retirement planning but hesitant about fees. How would you address their concerns?
Explain value proposition, offer initial free consultation, demonstrate potential returns through sample retirement projection, highlight fee transparency.
Question 03
Client's risk protection strategy needs urgent review due to market changes. What's your immediate action plan?
Correct Answer 02
Client's risk protection strategy needs urgent review due to market changes. What's your immediate action plan?
Review current portfolio, prepare quick risk assessment, schedule urgent client meeting, draft preliminary protection strategy recommendations.
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