ECHO | Module 9 | Quiz – The Legacy Advisor Growth Network

Question 1 of 3

What were some ideas given if you have a client with an unhealthy or challenging family dynamic? (Select all that apply)

Talk to people in your community about finding an appropriate resource for them (i.e. a family wealth counselor)
Call Legacy for a resource recommendation
Reach out to The Family Business Consulting Group
Try to fill the role yourself
Hire a new team member to fill this gap
Run! Refer them to another financial advisor.

Question 2 of 3

Why is it beneficial to align families with the right resources?

You don't want to get in a situation where you are in over your head.
After they get healthy they'll be ready to focus and move forward
Allows you time to focus on other client relationships while this family gets healthy.
All of the above.
None of the above.

Question 3 of 3

Instead of using the term “therapist,” when introducing a client to a new relationship, what’s another term that was discussed that you could use?

ECHO | Module 9 | Quiz