Quiz: S02E02 - Generating Value for Clients

What was the colour?

Yellow
Black
White
Red

What was the number?

Five
Seven
Eight
Nine

Who were the guests?

Kelley and Nathen
Samantha and Thomas
Alison and Nick
Jennifer and David

What did Kelley describe as the most valuable tool in getting a client to act?

An Excel spreadsheet
Really good financial planning software
A deep understanding of numbers
A picture

What area did Kelley describe herself having a deep knowledge of?

Insurance terms and conditions
Cash flow planning
Investment philosophies
Education funding

Quiz Instructions

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