MedVR
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About the Case

Emilia Whitaker, a first-time entrepreneur, seeks advice from a bank on securing a business loan and managing finances. She aims to understand the loan process, eligibility, and repayment options while sharing her business plans and asking about terms, interest rates, and resources for new owners.

As the bank representative, your role is to provide clear guidance, address her questions, and offer tailored solutions to support her goals.

Learning Objectives:
  • Providing expert guidance tailored to the client’s specific financial needs
  • Showing understanding and patience to address a new business owner’s challenge
  • Offering clear explanations of financial concepts and loan options for informed decisions
  • Building rapport and fostering confidence through a supportive relationship
  • Adjusting recommendations to align with evolving business objectives
Skills Assessed
  • Advisory Skills
  • Empathy
  • Financial Literacy
  • Trust Building
  • Adaptability

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No technical knowledge required.

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