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Course 1 GS 839 questions with verified answers
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Course 1 GS 839 questions with verified answers
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Course 1 GS 839What do Generative Questions do? - correct answer ✔✔- Tease the client into deeper reflection
- They facilitate the client's own discernment
• We become thought partners, not just experts
2 tasks of early adulthood - correct answer ✔✔Love and Work
Midlife stage - correct answer ✔✔wants to move from success to significance
Success Panic - correct answer ✔✔How much is enough?
Peter Drucker's 2 important needs - correct answer ✔✔Self Realization and community
Overlapping Curves - correct answer ✔✔The old and the new overlap until the old dies away and the
new emerges on a new upward trajectory.
Power years - correct answer ✔✔"retire or start over"
Integrity - correct answer ✔✔"It is the acceptance of
one's own life cycle and of the
people who have become significant
to it as something that had to be and
that, by necessity, permitted no
substitutions.
Despair - correct answer ✔✔the feeling that the time
is short, too short for the attempt to
,start another life and to try out
alternate roads to integrity
Bequest Decision Making Process as described by Dr James - correct answer ✔✔can accurately be
conceived of as the process of completing the final chapter of one's
visualized autobiography
Sojourn - correct answer ✔✔our time going from here to there
Visual Autobiography - correct answer ✔✔The brain regions associated
with legacy are centered on
story, on visualized
autobiography, on seeing the
self as if from outside
Moral Heroism - correct answer ✔✔Through legacy we visualize ourselves as having led lives of
significance in which something important lives on through people,
traditions, and organizations we have loved.
3 roles at the table from Fithians - correct answer ✔✔Sales, Advice, Discernment
Trust Equation - correct answer ✔✔T = (C + R + I)/ S
T: trustworthiness
C: Credibility
R: Reliability
I: Intimacy
S: Self-Orientation
, Trusted Team - correct answer ✔✔What is trusted on the team built by a servant leader is the team
itself, not just its leader. Ego is put aside. The client's wishes prevail.
Truest possible Discernment of Client intent - correct answer ✔✔Shared Wisdom. client's 'aha' over their
own issues.
Types of teams from Fithians - correct answer ✔✔- De facto
- Intentional
- Core Team
- Virtual team
Issues of families with net worth > 5M - correct answer ✔✔- family business
- blended family
- large incr in taxable income
- plan to sell a major asset
- addiction issues or psychological issues
What do clients say advisors lead with? - correct answer ✔✔lead with tools and financial issues
What do advisors say they lead with? - correct answer ✔✔purpose, goals, and objectives
What is the primary test for philanthropy? - correct answer ✔✔integrity - was our purpose noble, were
we true to it, etc.
Whale spotting - correct answer ✔✔This is what it feels like after you ask a big question, the sea gets
very still, sometimes for many minutes, then perhaps unexpectedly from an unforeseen direction
surfaces the whale.
"Organic Legacy" - correct answer ✔✔- Solie's evocative phase
• Grows out of a life in its entirety, resolving its tensions in a final act of
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