Financial Advisors Should Set Aside Judgments for the Balance of the Consultation

question 17

Multiple Choice

Financial advisors should set aside judgments for the balance of the consultation when:

• A)The client expresses dismay over the advisor's fee.
• B)The advice extends beyond hard financial practices and the client's wishes to the advisor's own preferences.
• C)The advice does not maximize the advisor's own interests.
• D)All of the above.
• E)None of the above.

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Definitions:

Cerebral Cortex

A collection of several thin layers of cells covering the cerebrum; it is largely responsible for higher mental functions. Cortex is Latin for “bark” or “rind.”

Medulla

A structure in the brain stem responsible for certain automatic functions, such as breathing and heart rate.

Autonomic Nervous System

The subdivision of the peripheral nervous system that regulates the internal organs and glands.

Epinephrine

A hormone and neurotransmitter also known as adrenaline, involved in regulating visceral functions (e.g., heart rate) and the 'fight or flight' response.