back next home contents
SECTION VI: PROVIDING CLIENT SERVICE
AFTER THE SALE
Concluding Words

During this course, we discussed why people invest, selecting the right investment product(s) to meet client's needs and wants, the various types of investments, key investment principles, investment returns and risks, the investment sales process and providing client service after the sale.

In addition, we described investing as a process that includes both you and your clients/prospects working together to meet their overall goals. We also discussed prospecting for securities business and that virtually every business or individual who has assets or is making money is a prospect for security sales.

Back to Top | Next

Ohio National is not affiliated with, nor does it endorse or sponsor, any particular prospecting, marketing or selling system.

18