Qualitative and Quantitative Information Flashcards
1
Q
client’s health
A
qualitative
2
Q
client’s age
A
quantitative
3
Q
life expectancy
A
qualitative
4
Q
family circumstances
A
qualitative
5
Q
values
A
qualitative
6
Q
attitudes
A
qualitative
7
Q
expectations
A
qualitative
8
Q
earnings potential
A
qualitative
9
Q
risk tolerance
A
qualitative
10
Q
goals
A
qualitative
11
Q
needs
A
qualitative
12
Q
priorities
A
qualitative
13
Q
current course of action
A
qualitative
14
Q
dependents
A
quantitative
15
Q
other professional advisors
A
quantitative
