Reference no: EM133033932
In most cases, Dealers are going to be providing advice to wholesale clients (if they provide advice at all). In this unit we have spent some time on the 9 stages of providing personal advice to retail clients.
These stages are:
-Stage 1: Establish a relationship with your client.
-Stage 2: Identify your client's objectives, needs and financial situation.
-Stage 3: Analyse your client's objectives, needs, financial situation and risk profile.
-Stage 4: Develop appropriate strategies and solutions.
-Stage 5: Present appropriate strategies and solutions to your client.
-Stage 6: Negotiate a financial plan or transaction with your client.
-Stage 7: Coordinate the implementation of the agreed plan or transaction.
-Stage 8: Complete and maintain any necessary documentation.
-Stage 9: Provide ongoing service when requested by your client.Which of these stages do you think would apply to wholesale clients and why?
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