Question: Give a solution to the two case studies below. What would you say to the client if this is all the information given to you?
Case study 1: Asked what type of asset allocation would be appropriate for a person's portfolio if they are planning to build a house soon but have no other major expenses in the foreseeable future.
What would you say to the client given that's all the information you have to resolve this issue?
Case study 2: The client left some important information out of the application. The client is frustrated. The client wasn't aware of it. This can delay the process of the application.
What would you do to resolve this issue?