When Clients Find It Difficult to Share Personal Information

question 12

Multiple Choice

When clients find it difficult to share personal information:

• A)Interviewers should refrain from self-disclosing, as it may make the client feel pressured to self-disclose in turn.
• B)Interviewers should self-disclose about their friends or family members as a way of warming up to the central issue.
• C)Interviewers should ask clients to disclose information about their friends or family members, as a way of warming up to the central issue.
• D)Interviewers should model the skill of appropriate self-disclosure.

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Definitions:

Yield Spread

The difference between the yields of two bonds with differing credit qualities, maturities, or issuers.

Historical Levels

Refers to the past recorded levels or values of a financial metric, interest rate, stock price, or any other economic indicator.

Basis Points

A unit of measure used in finance to describe the percentage change in the value or rate of a financial instrument, equal to 1/100th of a percent.

Corporate Bond

A debt security issued by a corporation to raise funds, promising to pay back the principal along with interest at a specified rate and schedule.