FNSSAM$421$ Resource

To determine client needs, complete the following table:

Scenario $3-$ Damon

please ensure you choose a service that may cater to a future need that you may not be able to offer as a broker in the products and services section.

Needs and expectations:

Products and services to recommend $($should be more than $1)$:

Actual or potential risks with recommendations:

Information to input to CRM to ensure data is accurate and relevant to clients: