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SECTION V: THE INVESTMENT SALES PROCESS
Once you have selected the appropriate investment product(s) that matches your client/prospect's objectives, it's time to meet again with your client/prospect to present your investment recommendation(s). When you meet, begin with reviewing the areas where you have identified the client/prospect's needs and wants. Next, present your client/prospect with your specific investment product(s) recommendation and the solutions your investment recommendation(s) can provide. Explain specifically to your client/prospect how the investment product(s) you are recommending will help them reach his or her desired goal(s).

During the presentation of your recommended investment product(s), take your client's proverbial temperature throughout the meeting to make sure he or she understands what you have presented and that he or she agrees with the steps that must be taken to meet his or her objectives. Continue to repeat your assessment of his or her objectives to make sure it is correct and repeat how your recommendation(s) matches his or her objectives.

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