Cuyamaca College Importance of Effective Communication in Families Discussion

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?

the case:

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 .?.?.