Exam (elaborations)
Course 1 GS 839 questions with verified answers
- Course
- Institution
Course 1 GS 839 questions with verified answers
[Show more]
Content preview
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
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller BravelRadon. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $17.99. You're not tied to anything after your purchase.
Can Stuvia be trusted?
4.6 stars on Google & Trustpilot (+1000 reviews)
72042 documents were sold in the last 30 days
Founded in 2010, the go-to place to buy study notes for 14 years now