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    Identify Client Needs Assignment Help

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    Identify Client Needs Assignment Help


    Identify Client Needs 

    Introduction 

    This assessment has been developed in order in order to identify the needs of clients. In this regard, few aspects have been highlighted here. The assessment will Plan and organize the roles plays in consultation with classmates and trainer/assessor. It will conduct the analysis of a client needs in presence of an evaluator during a designated assessment session. It will prepare for client meeting plus develop all the needed tools plus resources. The assessment will also show properly the assigned role and this will maintain a formal approach during the meeting. With the help of Listened attentively to client needs and gathered all the relevant information. It will develop an appropriate template/tool to gather client information. In addition, it will research and downloaded information, which is applicable to the financial product/result desired by the client. It also research plus download pertinent legislation plus constitutional necessities pertinent to the financial product/result discuss and download information for the Objectives are developed to deal with specific client expectations. Objectives are specific, measurable, achievable, and realistic and time‐bound. In the last part of the assessment, this will develop and describe a conceptual idea of a solution/product, which may satisfy client need. In addition, it will define the role and responsibilities as a financial advisor. 

    Planned and organized the roles plays in consultation with classmates and trainer/assessor

    The roles plays by a financial advisor, in consultation with classmates and trainer are advising strategy for clients in the coverage of insurance. 

    Conducted a client needs analysis in presence of an assessor during a designated assessment session

    There are few needs of a client during a designated assessment session and those are eliminating all financial risks along with developing wealth for more than a long term. They can also give to their clients a game plan, which is the most required for them as well and this will be helpful to them for obtaining the right track and getting all the financial goals (Keiper et al., 2017).    
    Preparation and development of all the required tools and resources for client meeting
     
    There are lots of tools, which are required for a financial advisor in order to fulfill the demands of clients. Those are given below
    a NestEgg Estimator
     
    b Black Diamond
     
    c Black Diamond mobile App (Kannadhasan, 2015)

    d Hootsuite
     
    e Paladin Registry along with Research
     
    f Fugent 
     
    g Drop box
     
    h Bookeo
    e Google Alerts  
     
    Presented appropriately in the assigned role and maintained a formal approach during the meeting
    Few formal approaches of meeting are given below. 
     
    a Set objectives
     
    b Assemble attendees
     
    c Develop agenda (Hall and Rossetti, 2018)
     
    d Maintain the control
    e Follow up 
    Listened attentively to client needs and gathered all the relevant information
    A financial advisor needs to be listened all the needs of client with attention and they must gather relevant information regarding it as well (Fisch et al., 2016). Information can be considered as very significant as this can be useful for fulfilling those needs.