WFA Assessment Copy
Module One Assessment Copy
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Question 1 of 21
1. Question
5 point(s)What does the FISHS acronym refer to?
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Hint: 5 capitals
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Question 2 of 21
2. Question
5 point(s)According to the Oppenheimer study cited in the pre-recorded lecture, what percentage of widows leave their spouse’s advisor?
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Question 3 of 21
3. Question
5 point(s)A “green light family” has a moderate to high level of trust, cohesion, and effective communication.
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Question 4 of 21
4. Question
5 point(s)Advisors fall victim to the negative impact of change blindness when an advisor
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Question 5 of 21
5. Question
5 point(s)What are the five steps in the Whole Family Advisor™ practice management process?
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Question 6 of 21
6. Question
5 point(s)Traditional planning focuses on preparing the assets for the family, whereas Legacy Planning focuses on preparing the
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Question 7 of 21
7. Question
5 point(s)What is the major reason families fail to transfer assets successfully across generations?
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Question 8 of 21
8. Question
5 point(s)If a client shares, “I’d like for my spouse/adult children to get to know you better,” an appropriate advisor response would be…
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Question 9 of 21
9. Question
5 point(s)Being a Whole Family Advisor means that you serve the multigenerational planning needs of
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Question 10 of 21
10. Question
5 point(s)What are the three ways suggested to LEAD change in the 5-step practice management process?
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Question 11 of 21
11. Question
5 point(s)Intellectual capital refers to the ____________ of an individual or family
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Question 12 of 21
12. Question
5 point(s)From the live calls, what is the definition of Legacy Planning?
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Question 13 of 21
13. Question
5 point(s)_______________ is a phenomenon in visual perception in which very large changes occurring in full view in a visual scene are not noticed.
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Question 14 of 21
14. Question
5 point(s)What is the number one source millennials rely on to find an advisor
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Question 15 of 21
15. Question
5 point(s)Fill in the blank for this commonly cited proberb: Shirtsleeves to shirtsleeves in ____ generations.
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Question 16 of 21
16. Question
5 point(s)If a client shares, “I want to make sure my children and grandchildren are prepared for the opportunities and responsibilities of our wealth,” the most appropriate advisor response would be:
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Question 17 of 21
17. Question
5 point(s)From Dr. Orlando’s book Legacy, what makes up the Spiritual Capital equation? (_________+ _________) x ___________
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Question 18 of 21
18. Question
5 point(s)According to the article “The Whole Family Advisor’s Approach to Authentic Connection with the NextGen,” which of the following factors will impact advisors in the near term?
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Question 19 of 21
19. Question
5 point(s)From Simon Sinek’s video How Great Leaders Inspire Action, what do great leaders start with in order to build deep trust with clients?
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Question 20 of 21
20. Question
5 point(s)According to the article “Women of Wealth: Why does the Financial Services Industry Still Not Hear Them?” what approach will help advisors successfully serve their female clients?
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Question 21 of 21
21. Question
5 point(s)A “green light” family is most appropriate for advisors to serve as Whole Family Advisor and is described as having:
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