Problem
i. Provide specific examples of situations in which Tristan and/or Jeremy was able to either help the client to better understand their situation, articulate their goals and/or identify strategies to achieve those goals.
ii. You hear someone aged 50 say, 'I don't really need a financial adviser. I'm pretty good with managing money and I don't see the point of paying someone for advice.' After watching the videos of Tristan and/or Jeremy interacting with clients, what do you think are some of the advantages of someone aged 50 seeking financial advice even though they think they are 'good with managing money'?