Youโre discussing a problem and want to make sure you understand their main concern. What would you ask to clarify the issue?
Example Answer: "Is your problem here the potential loss of income?"
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15
Why is it important to consult reputable sources before investing?
To avoid misinformation (e.g., biased analyses).
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15
You need to focus on the most important issue in a discussion. Write a sentence to refocus the conversation.
Example Answer: "Can we come back to your main issue?"
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15
You need to clarify the situation in order to avoid misunderstandings. Write a sentence to confirm understanding.
Example Answer: "How do you mean, exactly?"
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15
Which instruments do you think are safest for beginners?
๐
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15
"Can we come back to your main issue?" Is this phrase polite/direct? What is the possible response?
Polite but firm
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15
You hear that a company is doing well, but youโve heard a different opinion. How would you challenge that in a negotiation?
Example Answer: "Is that true? (I heard the opposite.)"
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banana
Go to last place!
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magnet
Take 20 points!
Okay!
fairy
Take points!
5
10
15
20
25
thief
Give points!
5
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25
15
How can you reduce the likelihood of making unwise investment decisions?
By consulting financial experts, analyzing the market, and having a risk management strategy in place.
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monster
Reset all scores!
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gift
Win 20 points!
Okay!
shark
Other team loses 20 points!
Okay!
lifesaver
Give 15 points!
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15
You want to clarify the scope of a contract and ensure the other party understood the changes.
Example Answer: "You want to reduce the scope of the current office lease from two floors to just one floor, yes?"
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15
Investors tend to think they understand what the market is likely to do next. Is it a fallacy to assume you can predict the market? Why?
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15
To minimize risk, many investors put money into a range of financial _______ such as stocks, bonds, currencies, commodities, and property. / What verbs go with this word?
instruments / Buy, sell, trade, diversify
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15
How can someone โenvisionโ their future financial goals more clearly?
By setting concrete, measurable goals and regularly reviewing their financial plan.
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15
Whatโs a common mistake people make when theyโre โon the point ofโ retirement?
They often underestimate how much savings theyโll need to maintain their lifestyle.