The Family Advisor’s Role in 2022 Quiz
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Question 1 of 5
1. Question
An example of a professional bias is that you feel you know more than your client or you feel you are smarter than your client.
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Question 2 of 5
2. Question
Examples of Hess and Ludwig’s smart machine age (SMA) skills that cannot be performed by a machine are critical thinking and creativity.
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Question 3 of 5
3. Question
Believing you are the smartest person in the room is the biggest threat to emotional engagement.
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Question 4 of 5
4. Question
The engaged advisor provides discernment versus advice in which the advisor helps the clients indentify where they want to go.
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Question 5 of 5
5. Question
Successful families of wealth focus on stewarding the 5 “capitals” – human, intellectual, social, spiritual and financial.
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