Question

Topic: Student Questions

Financial Products

Posted by hasanathmba on 1/28/2018 at 11:12 AM ET 25 Points
What are the questions should ask to client to sell financial products ??
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RESPONSES

  • Posted by telemoxie on 1/28/2018 at 11:28 AM Accepted
    First, where are you located? There may be laws related to what you might or might not say when selling financial products.
  • Posted by Jay Hamilton-Roth on 1/28/2018 at 3:58 PM Member
    Have you been given any training to sell these products?
  • Posted by Gary Bloomer on 1/28/2018 at 6:52 PM Accepted
    What kinds of financial products? Which kinds of clients?
  • Posted by mgoodman on 1/29/2018 at 12:14 PM Accepted
    You can start by asking clients what kinds of issues keep them awake at night? What's important to them? What are their most pressing unmet needs?
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