Identify a common problem your company encounters when engaging with clients in financial planning.
Your problem must be specific and relevant. The problem may be a particular bias, client anxiety, assumption (e.g. heuristic) or information uncertainty.
This could have occurred as a result of:
If you do not have direct experience in financial planning or direct client engagement experience, interview
a financial adviser and ask them to identify a common problem they encounter when engaging with clients.
If you decide to do this, you can use the interview questions in Appendix 1 of Assignment 1 to help you ask the right questions