FNSFMB502 - Identify and Develop Broking Options for Clients with Complex Needs - Management Assignment Help

Assignment Task

Question 1

How do you assess the need to adjust your interpersonal style to talk with different types of clients or professionals? Provide one example of where your interpersonal style needs to be adjusted to accommodate a client’s needs. For example, where there is a language difficulty or perhaps difficulty in gaining confidence of a professional or referrer.

Question 2

In Parts 3 and 4 of this assessment you will act as a broker and will be required to make oral (audio recording) responses. Prepare a list of resources and equipment you will need to conduct these oral assessments.

Question 3

Aside from the resources and equipment identified in Question 2, what will you do to prepare for the delivery of the loan proposal in the Part 4 Role Play? You can refer to the case study information in Part 4. What communication techniques would you use to respond to any difficult questions. This question demonstrates your ability to plan ahead for your interaction with the customer.

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