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.

Question

Quizplus · Accepted Answer

Financial advisors must remain neutral and not impose their own personal biases or preferences onto their clients. This ensures that the advice given is truly in the best interest of the client and not driven by the advisor's own agenda. Setting aside judgments in this case is critical for building trust and providing unbiased advice.

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