I’m working on a business discussion question and need a sample draft to help me understand better.
What would you do if you were Melinda?
What would you do if you were Margaret?
What would you do if you were Anil?
Margaret and her husband, Rupert, both in their mid-sixties, have been working with
Anil, their investment counselor, for the last 10 years. Recently, Rupert was diagnosed
with Alzheimer’s disease. At the moment, he is lucid more often than not, but the doc-
tors suggest that within a few months, things will take a turn for the worse.
Concerned about how Rupert’s condition will impact their financial situation in
the short term (e.g., additional co-pays, out-of-pocket expenses) as well as the growing
(and sad) likelihood that Margaret will have to deal with more (and soon all) of the
financial duties relating to their estate, Margaret makes an appointment to see Anil.
She shares with him the situation, and tells Anil that some changes need to be made in
their portfolio. Anil asks Margaret a few questions, but becomes convinced that she is
overreacting, and that he needs to keep things the way they’ve been to maximize her
returns. Anil explains his logic, and Margaret—not accustomed to playing a key role
in such discussions—hesitatingly agrees.
However, after pondering her conversation with Anil and chatting with a few
friends, Margaret has second thoughts. She calls and leaves a message for Anil. Hours
later, there is no response, so Margaret calls again, and transfers to the operator. She
asks to speak to Anil’s manager, Melinda. Melinda offers to have Margaret work with
a different investment counselor, but now Margaret feels bad; after all, as far as she
knows, Anil has performed well to this point. But Margaret can’t help but think that
Anil really didn’t listen to her. Now Margaret doesn’t know what to do .?.?.
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