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Mythic Tragedy, Hydra was a beautiful island and then the plague came
Mythic Tragedy
Hydra was a beautiful island…and then the plague came. The farmers of Hydra took great pride in their crops and livestock. Their beasts of burden were admired throughout the land because of the highest quality of health they possessed. So naturally, it came as a shock when the first oxen were discovered dead lying in the plains. Suspicions arose as to the cause of their sudden deaths. Many physicians analyzed the dead carcasses, but found no abnormalities in the slain animals.
Then little by little, more farmers began to lose their cattle to the same irrational disease. It was thought that by quarantining the animals from the general population, the growth infection could be controlled, seeing as how the farmer’s centurion population had been not noticeably been infected. But those who had been assigned as caretakers of the remaining flocks, which had dwindled to a handful, began to exhibit certain behavioral changes.
Their tempers were quickly ignited, and they were prone to violent bouts. But with the continuing intermingling of the caretakers amongst the general population, the entire centurion fellowship began to erode. Fights were started, family structure began to break down, yet the cause of such sporadic violence and societal degradation was still indecisive. Many who had seen the effects of the contamination fled the so-called safety of the clan of centurions, only to be hunted down by the psychologically changed centurions. One was fortunate enough to make it to the sure after capture and severe torture…beaten almost to the point of death he struggled toward the coast, freeing a boat from the docks used for various trades in agriculture.
In an effort to escape the wanton bloodshed and demoralized culture now becoming rampant in his once beloved home land the lost centurion wrecked his boat on the shores of Anelis. Stumbling upon the rocky cliffs, the waves pummeling his weakened body, he hears the sounds of life…ever so faintly. As the battered escapee dragged himself along through the dense forest, toward the strange noises he hears, he fears for his own life. These new trees, this surrounding, it was all very disconcerting. He grew fearful for his own life. What creatures inhabited this strange island? Of what mind set were the creatures? Were they a race of tranquil and gentle beings? Or were they savages, incapable of feelings of mercy and kindness?
Where they prone to the same ravaged warfare that had ransacked the home he was now fleeing? The sudden rush of anxiety flooded the bruised explorers mind as he pressed on in his sojourn toward the signs of habitation. Finally the creature finally decided to rest, for it was beginning to get dark, and the two moons where completely shielded by clouds. The gods must have frowned upon him. He thought best to continue the search by land in the day, when he would have the security of the light to shine upon his misguided footsteps in this new world. The first sign of light beamed through and opening in the canopy of trees and awakened the traveler. He quickly scrambled to his feet and continued his odyssey. Then suddenly the forest seemed to open and strange structures appeared…they were tall, extremely elegant, and seemingly impenetrable.
There were figures moving around in the village doing what seemed to be everyday chores. The tired journeyer stumbled toward the outwardly peaceable beings that stood upon two legs and wore garments of fur. Upon seeing this burdened soul who was obviously stricken with many blows, a female of the village felt pity and as the custom of their people she aided the creature to her dwelling. There she dressed his wounds and nursed him back to health. In the comfort of the courtesy extended to him the centurion finally rested. No questions where asked of his condition or how he had come to the island of Hydros from his far away home until he had fully recuperated from his injuries. He regaled a group of these oversized-bipeds with the heroic tale of his escape from his home. He had been welcomed into the fold of these new creatures with hospitality and concern.
Now stories of his tale had reached far and wide, to the far north of the island and as far south as the south shore. Even to the ears of Obelix, the mightiest of the giants. Stories of the giants valiance was known to every man woman and child. Stories of how he had slain the evil five-headed serpent, and of how he made a border of rock to barricade the city from pending doom when Mount Olvius had erupted were as common as bed time stories to children. He had become a legend before he was even 345 years old…which was relatively young. Obelix traveled from his home to the central part of the island to here of the tale himself. Upon hearing of the sudden change in the attitudes of a calm nation of people Obelix became outraged, for he knew of the cause. It was very well known to him that this was no rare disease or contamination. To Obelix the cause was plain and simple.
There was only one being capable of such atrocities. Bronte. Obelix turned to leave but vowed to end the cause of such a violent and evil plot. He girded his loins with a sword and his back with a quiver and took his bow in hand and set out to locate this island. The centurion asked to travel along seeing as his home was becoming only a memory to him. Hesitantly he allowed the traveler to return home with him. He proved useful in mapping out the land for Obelix. After reaching the island of Hydros, Obelix asked the centurion to remain at bay with the boat and he consented.
Knowing of Brunte’s powers he knew he had to be near by, and the fact that he was coming unaware had given him an advantage over his opponent. See Obelix was also a skilled hunter veered by many. In searching the land he found a certain cave, but the cave wasn’t normal. It seemed to have not been a cave made by nature, and it wasn’t. This cave had been created as an observatory, and Obelix knew by whom. He also knew that at this point Brunte was aware of his presence. Obelix pulled his sword from its sheath and carefully entered the cave. All at once a force beyond his knocked him to into a wall almost knocking his sword from his grip. “Good to see you too brother!” Obelix said as he lunged at the identical figure, and a fierce battle erupted between the two giants. Swords clashed, blows were exchanged and all at once the ground shook. “Why won’t you let these mortals be?” Obelix grit his teeth after landing a blow to his evil counterpart. “Why do u care?” grunted Brunte after swing his sword “They’re nothing to us.
We have the power to control there thoughts, why should I deny myself the pleasure of a game or two!!!” In fast lunge Brunte fashioned himself on the end of a pointed blade, dashing thru his stomach. “Because I won’t let you. We are not the beast we used to be. I am not going to allow your craving for death harm the beings of this frail planet. You will not win!” The sword then found its way thru the chest of Brunte releasing his mental hold over all the evil he had controlled. Returning to the boat, he boarded with someone a solemn attitude for he had killed his own brother. Upon reaching the shore he looked back once more to bid his fallen sibling farewell.
His new companion looked at his wounds but his scars seemed to be not as external as Obelix let off. Something still felt weird to him. He had a chill as if something was different with Obelix, the sorrow of killing changed him, but all he did was kill an evil entity. So what was wrong? The sail back was long and tiring. Not much talking occurred and conversation was kept to a minimum. Obelix had been in a world of pain his arm had several gashes…and his torso contained many stab wounds. Obelix waited patiently to return home to eat the fruit of the Jifi tree. Its healing abilities where remarkable, although it left a smell that forbade contact for at least 3 days. The centurion reflected on all that Obelix had trained him in along the journey there. The mind protection techniques, the various telekinesis abilities along with many battle skills where learned. He doubted that he would ever need to use them but the telekinesis had come in handy with the steering of the craft.
It was mentally tiring. When land was within sight he awakened Obelix. The shore was lined with many villagers. There hands were filled with many gifts, foods of all sorts and wine. The centurion docked the boat, and went through the procedures that were customary to make sure the boat wouldn’t drift away. The crowd welcomed him home with opened arms but the tired warriors dragged his bow and quiver behind him and continued walking toward the mountain top, where he lived. He ached inconsolably. Obelix’s aids came to assist him but he turned them away. The confused men and women servant left his living quarters wondering about the change in his attitude. Meanwhile back in the cave the body of a fallen warrior stirred, slowing climbing the ruins of a destroyed lair.
Struggling to make it out of the cave and back to the shore line of Hydros…and back to his home, of Anelis. His brother had been slick in taking his identity, and leaving him there to perish, but foolish enough to leave him alive. Brunte made the same error that Obelix had…and that was to show mercy. The humane feelings of kindness had become unneeded in battle, but they were brothers after all, identical since birth. So naturally the switch would be easy, and with the abilities to read minds all that was needed was a quick scan of his mind and all knowledge would be transferred easily and with no problems he should be able to memorize it. Obelix knew this fact very well. He also knew that he had to make it back home and expose the wicked scoundrel. He staggered along the forest grasping trees for support. From the ravaged townships of the fallen centurions he gathered supplies…for he knew in his weakened condition he would be no match for his brother.
Brunte had no doubt begun healing himself from the fruitage. Cursed thief!!! Back on Anelis, Brunte disguised as Obelix, maintained a certain distance from the people…studying them learning of there traditions and behaviors. In a sharp pain as if someone stabbed him Brunte sat up…he quickly realized his predicament. His brother would come back if he didn’t die, and…HE DIDN’T!!! He could sense his brothers’ life energy as if he were in the very next room. How could this have happen? He dealt him a mortal wound that left him unconscious and bleeding. Brunte at once began preparing himself for he knew that if the gods would allow his return he would certainly battle him again…and he was in no where near ready to fight.
The centurion had noticed certain things about Obelix that weren’t normal though. He didn’t seem as open as he had at one time. More often than not he preferred the company of solitude. Back on the island of Hydros some of the older centurions who had survived the dark days had taken care of Obelix teaching him various techniques. Many skills, different abilities anything he could pick up. One particular gift he learned was the ability to conceal himself mentally…which went hand in hand with his dematerializing techniques. When he was strong enough Obelix left the island on boat…he had devised a plan in which to fool his brother. Along the journey back he had run into the rocks. Brunte which had been in deep meditation in order to prepare and keep an eye on his brother had been watching this…sensing his brothers despair and evident demise he relaxed.
Rejoicing in the fact that his opposing brother Obelix could no longer oppose his reign of evil, he allowed his meditation to calm down. Then suddenly he felt another sharp burst of pain but this time it was physical. To his sudden shock it was his deceased brother. But how? He felt his presence leave…he felt him die. “Don’t worry my ill fated brother…your end will not be in this manner.” Obelix looked upon his deceitful other with utter hatred. After seeing first hand the lost of life on the island of Hydros, he no longer felt the pity he had at their previous encounter. “Touch my hand and we will leave this place, we will go to a place of seclusion where we can finish this fight of ours away from the people here.” Brunte searched his brothers mind and heart and found no deception…no secrets. “Fine…brother…let us leave these mortals and battle as gods were meant too!” Upon touching Obelix hand Brunte felt his physical being depart…but his mental consciousness remained intact.
When his body completed its reconstruction he stood and released his sword from its container. Obelix unhooked his quiver and threw it to the wayside along with his bow. His sacred sword was released from a shield that he placed down. “Fare thee well, my blood brother!!” In an effort to commence the battle Brunte lunged at his brother with all his might barely missing his opponents’ ear, and ducking so as to avoid the counter swing delivered by Obelix. Obelix ran and jumped off a tree trump over his stunned enemy and swung downwards but Brunte had already moved and slashed at his brother.
“You have improved but your abilities are still limited…Obelix!!!” Brunte grunted this words as Obelix sword grazed his shoulder cutting his garments. Out of anger Brunte swung his blade as hard as he could at Obelix missing his neck but freeing his sword from his hand, and at the same time shattering his own. Brunte then dove at Obelix and the battle continued thus forth without blades…a series of blows landed on Obelix as he kicked Brunte toward a rock embedded in the ground knocking him through a hollow in the ground. Obelix jumped underground and followed his assailant into this cave and a super fast exchange of hits and kicks were shown out with great dexterity but then the rage of the fallen centurion triggered a transformation and a set of wings sprouted from Obelix’s back and he grew in speed and strength.
Simultaneously Brunte’s jealousy and anger in his brothers’ goodness triggered a similar transformation. The two took flight and the cave began to quake with the new fighting commenced among gods…one of evil and one of good. After continuous blows it became very clear that Obelix power far surpassed and in a last effort Brunte tried to kill his brother by surprise…but failed. In turn Obelix grabbed Brunte by the throat holding him over a bottomless pit in the cave and finding his sword vowed to end his tyranny. “Brother no please DON’T!!!!” His pleads fell on death ears and the mighty lunged the sword through his brothers heart, “YOUR BLOODSHED ENDS THIS VERY NIGHT!!!!!!!!”
Bibliography:
Client Letter
Howard Fellows, Esq.
BREAKER AND FELLOWS LLC
Attorneys at Law
320 E. D Street
Ontario, CA 91763
September 15, 2021
Helen Lemons
1414 Thornhill Drive
South Covina, CA 90000
Dear Ms. Lemons,
I hope you are well. It was brought to my attention that you require advice on a situation regarding your client on an account of violation of the Rules of Professional Conduct in California. In this letter, I present to you a breakdown of the events from a legal point of view. The aim of the analysis is to assist with maintaining objectivity for your benefit. I will look at the matter with impartiality in order to provide to you the best advice possible based on the case facts. As described to me, your client (Mr. Raymond) claims that you received a gift from him contrary to the Rules of Professional Conduct in California. The client further complains that the gift was a coercion and that you took advantage of his situation. I will review these issues thoroughly and provide a legal position that I see fit for the situation.
Brief Summary of the Facts
Mr. Charles Raymond sought your (Ms. Lemons) services, a criminal law attorney specializing in juvenile cases. Mr. Raymond was seeking legal services for his son Marco Raymond who was arrested on charges of vandalism, theft, and criminal mischief. At the time of the arrest, Marco was 16 years old. Recent developments on the case have seen the District Attorney’s office file a motion to try Marco as an adult.
You (Ms. Lemons) came highly recommended. A visit to your office by Mr. Raymond led to a discussion where it was made clear that you were too busy to represent Marco. Mr. Raymond offered to pay double your fee to which you refused. However, it is recorded that you offered to take on the case should a contribution be made to your charity, Lemons for All, by your client Mr. Raymond so as to free up your time. Mr. Raymond dropped a cashier’s check for your charity later, in the amount of $15,000.00.
Your office later represented Marco Raymond in court, where your attempt to persuade the judge to allow Marco’s case to be heard in a juvenile court was unsuccessful. Mr. Raymond later wrote to you indicating an intention to report you to the State Bar of California on allegedly accepting a gift from a client which would constitute to a violation of the Rules of Professional Conduct.
Constitution of a Gift
Under Rule 1.8.3 of the California Rules of Professional Conduct, the rules and regulations prohibit lawyers from soliciting clients to provide a substantial gift. The rules also recognize gifting a lawyer through someone else related to the attorney. A gift here represents any form of favor or actions benefiting the lawyer whether directly for personal gain or indirectly through related entities.
From the case facts presented above, you (Ms. Lemons) solicited a favor from Mr. Raymond with the promise of representing Marco Raymond. In a statement “I’m your son’s only hope, so you should really consider a large donation”, you persuaded a rather hesitant client to send money to your foundation (a related entity as per Rule 1.8.3 of the California Rules of Professional Conduct) in order to free up your time for easier representation. Upon receipt of the monetary contribution to your foundation, you begun the process of representing your client.
From the constitution of a gift definition provided under Rule 1.8.3 of the California Rules of Professional Conduct, there is evidence of solicitation of a gift and a demand for said monetary contribution before Mr. Raymond’s son could be represented. Further, the gift is described by you as a condition for representation and a promise for a successful court hearing.
Standards of Fairness and Undue Influence
Under Rule 1.8.3 of the California Rules of Professional Conduct, it is established that a lawyer may accept gifts from clients subject to standards of fairness and the absence of undue influence. Standards of fairness mean that no party is coerced to accept or provide a gift. It also means that the gifting process is aligned to legal requirements and the provisions of the California Rules of Professional Conduct. Standards of fairness also point to a need to ensure that the gift is not related to unethical activities, whether from the lawyer or the client and any of their related entities. From the facts of this case, standards of fairness were violated. The client was openly required to provide a gift so as to open up time for representation. The condition provided was not generally within the standards of fairness expected where a lawyer interacts with a client.
Absence of undue influence means that no party has been excessively influenced to offer or receive a gift of any kind. The facts of the case point to a situation where Mr. Raymond was induced to act contrary to what his free will would dictate. His initial hesitance shows that he was influenced into the decision without paying adequate attention to all of the consequences. Mr. Raymond was made to believe that the gift would not only open up time for representation in a court but would also see that his son is tried in a juvenile court. In this regard, there is evidence of undue influence.
Conclusion
In summary, this letter presents a breakdown of the events from a legal point of view with an aim of analyzing the content to assist with maintaining objectivity for your benefit and to offer a legal standpoint on the matter. Your client (Mr. Raymond) claims that you received a gift from him contrary to the Rules of Professional Conduct in California. From the case facts, the analysis indicates that first, there is evidence of solicitation of a gift and a demand for said monetary contribution before Mr. Raymond’s son could be represented. Second, the condition provided to Mr. Raymond was not generally within the standards of fairness expected where a lawyer interacts with a client. Third, there is evidence of undue influence. Conclusively, it seems that you consciously solicited, received, and accepted a gift from a client. My objective opinion of the case is that you are in violation of the Rules of Professional Conduct in California.
Sincerely,
Howard Fellows
Client Engagement Assignment
Please name your file: zID Client Engagement.docx
University of New South Wales
FINS5510 Personal Financial Planning 21T1
Client Engagement Assignment
Template version 1.0
Student details:
Student ID: Replace this text with your UNSW student zID
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Word counts:
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Question 2 816
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☒This assessment is my own work and has not been done in collaboration with anyone else.
Question 1
Financial advisors play one of the most important roles of helping individuals manage their finances. According to Cruciani (2017), a financial advisor is charged with the responsibility of providing guidance and advice to clients for compensation. Basically, a financial advisor is an expert who provides advice and consultation to individuals concerning their entity or individual finances. In addition, they also provide a variety of other services ranging from tax planning, investment management and estate planning. Among many clients and business organizations, financial advisors are considered important advisors who assist clients achieve their financial goals by providing them with ways and strategies to eliminate debts, create more wealth, and reduce costs. Furthermore, they also provide savings, insurance, budget, and tax assistance strategies to clients who come to them for advice. While providing financial advice to their clients, it imperative for financial advisors to develop a good understanding of the client’s situations, objectives, needs, financial literacy and risk tolerance for them to be able to provide the best advice to their customers.
Cruciani (2017) indicates that developing a good understanding of the client’s situations, objectives, needs, financial literacy, and risk tolerance is one of the basic standard requirements in the investments industry which ensures that both investment and financial advisors know and understand detailed information concerning their clients. In addition, this basic standard is also considered an ethical requirement for those operating in the security industry such as financial advisors when dealing with customers. The basic knowledge of the client’s information is of vital importance to a financial advisor as it protects both the investment advisors and the clients. By developing a good understanding of the clients, financial advisors are able to protect their client’s financials by engaging in financial opportunities that best suit their personal and confidential situations. In addition, a proper and detailed knowledge of the clients also protects the financial advisor on what to include and not include in their customer’s portfolios.
In order to provide for a financial adviser to provide financial advice that is of the best interest to the customer, it is important for them to develop a better understanding of the customer’s situation. This involves developing a clear knowledge about the client’s annual income and the net worth (Collins, 2012). By providing their annual income information to their financial advisor, clients are able to assist their advisor understand their savings, cash flows, and debt capabilities enabling the financial advisor to determine the client’s income needs and appropriate risks. In addition, by understanding the net worth situation of their clients, financial advisors are able to better understand the ability of their clients to take different types of risks and identify the suitable opportunities for them to invest and make more finance or save more cash on current investment expenses. Therefore, the clear understanding of the customer’s current situation assists the financial advisor to develop some of the best investment opportunities and strategies for their clients to continue earning more money and better saving approaches.
Apart from understanding their client’s situation, it is also important for financial advisor to develop knowledge on the objective or goals of their clients (Wood, 2012). In many cases, this can be achieved by developing a clear relationship that is based on mutual trust. By understanding the goals and objectives of their clients, financial advisors are in a position to provide the most appropriate advice on the type of investment selection that the client should adopt. In so doing, financial advisors are able to provide their clients with the best advice while protecting their client’s financials by engaging in financial opportunities that best suit their personal situations. For instance, the case of a couple buying a home is one of the many examples in which Tristan, a financial advisor attempted to build this deep understanding of the client while providing advice that was in the client’s best interest. Based on this case, after buying their house, this couple was faced by drastically changing budget causing a lot of financial issues due to the fact that they were depending on their paycheck for the day to day living. By listening and developing an understanding of couple’s current situation, Tristan begins by providing clarity and financial advice on the budget situation of the couples (Good Tristan, 6:22). Despite building a deep understanding of the client situation, there cases where Tristan failed to do so. For instance, in a case where Tristan shows lack of seriousness due to distractions while attending to clients is a good indicator of some of the factors that results to a lack of deep understanding of the clients, needs, goals and situations (Bad Tristan 4:18). The results of this include poor financial advice, lack of trust, and detailed information from the client.
Wood (2012) asserts that financial advisors also have the responsibility of developing a deep understanding of their client’s tolerance for risk. As is common knowledge, investment is usually a difficult risk that many individuals opt not to take due to the unguaranteed nature of return. With this in mind, it is therefore important for financial advisors to understand their customer’s tolerance for risks. In so doing, they are able to understand how much change or fluctuations their clients are able and willing to manage in their portfolio and hence ensuring that they feel secure and safe when investing in business opportunities that involve risks. In many cases, a vast majority of people lack financial literacy on the various basics of their finances. As a financial advisor, it is imperative to understand your client’s financial literacy which is critical in the effective management of finances. This helps the investor understand how complex or simple their client’s investment portfolio are.
The case of a client considering retirement is another example of how Jeremy, a financial advisor attempted to build a deep understanding of the client while providing advice that was in the client’s best interest. A client considers retirement but she has concerns such as how she will get funds throughout the retirement. In addition, she has needs and objectives during her retirement which she must satisfy such as traveling and spending more time with family. After developing an understanding of the client’s situation, goal of retirement and the need to be financially comfortable, Jeremy provides advices to the client indicating that it is very important for her consider financial services and privacy policy guide that provides more information on financial services (Good Jeremy, 6: 38). Despite building a deep understanding of the client situation, there cases where Jeremy failed to do so. For instance, in a case where a client follows up on the issue they are trying to solve, Jeremy displays the element of uncertainty where he is not sure about the issue the client is taking about. In this case, this shows that Jeremy does not have a deep understanding and knowledge of the issue which in many cases result to poor financial advice (Bad Jeremy, 4:40).
Question 2
Trust is one of the very most important elements in any relationship. According to Burke and Hung (2021), trust involves a firm belief in the ability or reliability of someone to do something. In many occasion, the availability of trust cements relationships bringing people to work and live together with a feeling of safety and belonging. Within many organizational structures, trust in a leader allows communities and organizations to flourish, while its absence causes fragmentation and individualism. Over the past decades, financial planning environment has been experiencing significant development and change with the global financial crisis being blamed for the public’s trust loss in the financial service world. With this, customers trust in various financial service industries has deteriorated over the years. Bearing this in mind, it is clear that client trust in one of the major important element of the financial planning process. It is therefore the responsibility of financial advisors to develop trust with various clients in order to ensure the establishment of a successful advisor-client working relationship (Cull, 2015).
Building the client’s trust is considered the most important part for a financial advisor during the financial planning process. For clients to be able to engage and totally commit in financial planning process, they must first be able to develop a trustful relationship with their financial advisors. With this in mind, it is therefore the responsibility of the financial advisor to adopt various ways and strategies that ensure the development of a successful advisor-client working relationship. According to Cull (2015), building trust with clients during the financial planning process is important as enables the clients to share all their goals with their financial advisors. With this, financial advisors are able to provide the most appropriate advice on the type of investment selection that the client should adopt. In so doing, financial advisors are able to provide their clients with the best advice while providing protection to their client’s financials by engaging in financial opportunities that best suit their personal situations.
Building trust with the clients is an important part of the financial planning process as it encourages openness from the client’s side (Cull, 2015). By being open, clients are able to provide more information on their needs, objectives (goals), financial literacy, current situation, and their tolerance to risk. In so doing, clients are able to provide accurate and more information to their financial advisors who are able to provide financial advice that is in the best interest of the customer. In addition, the access to accurate and more information concerning the client also protects the financial advisor on what to include and not include in their customer’s portfolios. Cull and Sloan (2016) also indicate that, the establishment of trust between clients and financial advisor during the financial planning process is of great significance as it results into the development of a successful based client-advisor working relation. It is only through this working relation that clients are able to relay their information to their financial advisors. In regard to the financial planning process, building trust in clients is important as it result to an increase in the number of clients either through referrals or retaining of clients.
While developing trust which is the key in the financial process, it is imperative that financial advisors adopt various steps towards the attainment of customer’s trust. For instance, in the case of Tristan, a financial advisor, the steps to building an effective trust with his clients began with getting to know them and deeply having an understanding of their situations. After words, Tristan proceeds by providing financial advice on the matter at hand as seen in the case of the couple who bought a home and have been facing financial situations. In so doing, Tristan is able to develop a trust between him and his clients (Good Tristan, 6:22). However, there are also ways in which financial advisors erode the trust of clients. For instance, in the case of Tristan, displaying distraction when attending to clients is a factor that erodes clients trust as it does not involve listening and understanding of clients needs, situations, and goals to provide the best suitable financial advice (Bad Tristan, 4:18). In the case of Jeremy, the steps to building an effective trust with his clients also began with understanding the client’s situation, her need, and objectives during retirement. He provided the client with good advice of adopting financial service to help her during her retirement. It is such clarity and advice that builds trust between financial advisors such as Jeremy and their clients (Good Jeremy, 6: 38). However, despite this there are also ways in which financial advisors such as Jeremy erode the trust of clients. For instance, in the case of Jeremy not paying attention to client’s information to an extent of them reminding him indicate poor or lack understanding of the customer’s situation, needs, and objectives (Bad Jeremy, 4:40).
References
Bad Jeremy (4:40)
Bad Tristan (4:18)
Good Jeremy (6: 38)
Good Tristan (6:22)
Burke, J., & Hung, A. A. (2021). Trust and financial advice. Journal of Pension Economics &
Finance, 20(1), 9-26.
Collins, J. M. (2012). Financial advice: A substitute for financial literacy?. Financial Services
Review, 21(4), 307.
Cruciani, C. (2017). Investor decision-making and the role of the financial advisor: A behavioural
finance approach. Springer.
Cull, M. (2015). The role of trust in personal financial planning.
Cull, M., & Sloan, T. R. (2016). Characteristics of trust in personal financial planning. Financial
Planning Research Journal, 12-35.
Wood, W. H. (2012). Role of the Financial Advisor. The Handbook of Municipal Bonds, 43-50.