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Questions for financial advisers

UPPER INTERMEDIATE +

1 Discussion
Discuss any of the questions below. If you want to browse some useful expressions for discussions,
scan the QR code with your mobile device or go to https://www.linguahouse.com/r/4g.

1. What do people need financial advisers for? Do you control people's everyday expenses or do you
only deal with larger investments?
2. What made you decide on your career path?
3. What is the most difficult thing about managing other people's money? The risk? The responsibility?
4. What is the difference between independent and restricted financial advisers?
5. What are the most frequent mistakes people make when investing their money?
6. What are the advantages and disadvantages of your job?
7. How do you deal with clients who spend too much but are not aware of it?
8. What is the most frequent question your clients ask you?
9. Who was the most difficult client you had to deal with?
10. What do you start with when designing a financial strategy?
11. Do you think people in general need to take more care about their finances?
12. What is the best financial advice you yourself have ever received?
13. Do you have a professional role model? Who?
14. Do you agree with the the statement "Money makes the world go round"? Why? Why not?
15. What advice would you give to someone who wants to put some money aside but does not have the
discipline to do so?
16. Do you work on commission? What are the advantages/disadvantages of this model?
17. What are the key skills a financial adviser must have?
18. How did you start your career? Did you complete any training, apprenticeships etc.?
19. What do you enjoy most about your work?
20. What do you enjoy least about your work?
21. Has the nature of your work changed in recent years?
22. How do you think your work will change in the future?
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