20 коротких разговоров для финансового консультанта

15 New Short Dialogues in English

1. Review timing

Advisor: Good morning. Are you ready for today’s portfolio review?

Client: Yes, I am. What’s on the agenda?

Advisor: We have adjusted your bond allocation.

Client: Great, let’s go through the details.

2. Market drop

Advisor: Did you see the market yesterday? It was crazy.

Client: Yes, it was. My stocks were falling while I was in a meeting.

Advisor: Luckily, we had already diversified your assets.

Client: That really helped.

3. Crypto check

Client: Is Bitcoin stable this week?

Advisor: At the moment it’s moving sideways.

Client: Have you been watching it closely?

Advisor: Yes, I’ve been checking it every day.

Client: Keep me updated, please.

4. Scheduling a call

Advisor: Can we get on a call tomorrow?

Client: Sure, what time works best for you?

Advisor: I’ll send you a calendar invite this afternoon.

Client: Perfect, I’ll be there.

5. Travel and markets

Client: I’m traveling this week. Will the portfolio be safe?

Advisor: Yes, it will. We are monitoring it constantly.

Client: Have there been any big moves?

Advisor: No, it has been calm so far.

Client: Good, that’s reassuring.

6. Report delivery

Advisor: Have you received the monthly report?

Client: Not yet. Should I check my inbox again?

Advisor: Yes, you’ll get it within the next hour.

Client: Perfect, I’ll review it later today.

7. Past investments

Advisor: You invested heavily in tech last year.

Client: Yes, I did, and it was a good decision.

Advisor: True, the sector was growing while others were falling.

Client: I’m glad we made that choice.

8. Risk discussion

Client: Is my portfolio risky right now?

Advisor: It is balanced, but the crypto part is volatile.

Client: Have you prepared a risk analysis?

Advisor: Yes, we’ve just completed it this morning.

Client: Excellent, send it over.

9. Future outlook

Advisor: Next month we will review your portfolio again.

Client: Good. Will you be adding new stocks?

Advisor: Yes, and by then you will have received all the forecasts.

Client: Sounds like a plan.

10. Lunch and work

Client: Are you free for lunch today?

Advisor: I’m having another meeting right now, but later yes.

Client: Great, let’s discuss my portfolio over lunch.

Advisor: Perfect, I’ll book a table.

11. Continuous monitoring

Advisor: We are watching the market all day today.

Client: Why, is something happening?

Advisor: Yes, prices are getting unstable.

Client: Have you seen this pattern before?

Advisor: Yes, it’s happened several times this year.

12. Happy client

Client: I’m very happy with the results so far.

Advisor: Thank you, we’ve been working hard on your strategy.

Client: It shows. I’ve had good returns this year.

Advisor: And we’ll keep improving.

13. Quick reassurance

Client: Is my capital safe at the moment?

Advisor: Yes, it is. We’ve taken all the precautions.

Client: Great, I just wanted to make sure.

Advisor: No worries, you’re in good hands.

14. New opportunities

Advisor: You could get higher returns if we enter renewable energy stocks.

Client: Interesting. Could you prepare projections?

Advisor: Absolutely, you’ll have them tomorrow.

Client: Perfect, let’s explore that.

15. Closing the meeting

Advisor: Thank you for your time today.

Client: My pleasure. It was useful.

Advisor: Let’s get in touch next week for the follow-up.

Client: Sounds good, I’ll be available.

Advisor: Have a great evening.

5 Longer Dialogues for Practice

1. Market volatility and strategy

Advisor: Good afternoon, Mr. Lee. The market is very unstable today. (be / present simple)

Client: Yes, I saw that. Prices were falling while I was driving to the office. (past continuous)

Advisor: Exactly. But we had already secured part of your profits before the drop. (past perfect)

Client: That was smart. Are you making any new moves right now? (present continuous)

Advisor: Yes, we are getting more bonds to balance the portfolio. (get + present continuous)

Client: Good. Let’s keep monitoring this closely.

2. Preparing a meeting and results

Advisor: Hello, Mrs. Brown. Are you free tomorrow morning for our review? (be / present simple)

Client: I am, but I’ll be attending another call at 10. (future continuous)

Advisor: No problem. By then you will have received my presentation slides. (future perfect)

Client: Great. Have you finished the risk analysis? (present perfect)

Advisor: Yes, we’ve been working on it all week. (present perfect continuous)

Client: Excellent, I’ll go through everything tonight.

3. Past lessons and current progress

Advisor: Last year the crypto market was extremely volatile. (be / past simple)

Client: I remember. We were discussing strategy almost every week. (past continuous)

Advisor: True, and we had already prepared a backup plan before the biggest crash. (past perfect)

Client: Yes, that helped a lot. How is the portfolio doing now? (present simple)

Advisor: It is performing well; we have gained steady growth for six months. (present perfect)

Client: I’m glad we stayed patient.

4. New opportunities and planning

Advisor: We are currently exploring renewable energy stocks. (present continuous)

Client: Interesting. Are they getting popular in Europe? (get + present continuous)

Advisor: Yes, demand is increasing rapidly. We have already tested this sector with other clients. (present perfect)

Client: Could we get exposure without too much risk? (modal + get)

Advisor: Yes, you could have added ETFs earlier, but it’s still a good option. (modal + perfect)

Client: Fine, let’s include it in the next plan.

5. Wrapping up with future outlook

Advisor: Your portfolio is strong at the moment. (be / present simple)

Client: That’s good. Is it growing right now? (present continuous)

Advisor: Yes, and it has been stable for several months. (present perfect continuous)

Client: Excellent. Will it be continuing at the same pace next quarter? (future continuous)

Advisor: Most likely, and by June you will have received your first dividend payments. (future perfect)

Client: Perfect, thank you for your work.