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About the Case

Harper Ellington, a 40-year-old high-net-worth individual from Milwaukee, Wisconsin, meets with a bank executive to discuss strategies for preserving her wealth amidst global economic uncertainty. Concerned about fluctuations in her investments, she seeks expert guidance to safeguard her assets and ensure sustainable growth. 

As the bank executive, your role is to advise Harper on diversification strategies, alternative investments, and potential tax implications. Your goal is to address her concerns, offer reassurance, and guide her with a clear, strategic financial plan during these volatile times. 

Learning Objectives:
  • Offering expert advice on investments and asset allocation to protect the client’s wealth 
  • Building a strong relationship with transparent, reliable advice aligned with financial goals 
  • Analyzing market risks to provide recommendations that match the client’s risk tolerance 
  • Creating strategies to handle economic challenges and safeguard assets 
  • Addressing the client’s concerns about market instability with empathy and reassurance
Skills Assessed
  • Wealth Management  
  • Client Trust 
  • Risk Assessment 
  • Proactive Planning 
  • Emotional Intelligence

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Wealth Preservation Advice

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