- Select & Present Investment Recommendation(s):
Educate your client on potential risks and rewards associated with differing investment options and help your clients choose appropriate investments that are best suited to meet their defined objectives and meet their financial goals within their risk tolerance and return expectations.
- Managing Questions & Objections:
Answer any questions your client/prospect has regarding your investment recommendations. Be prepared to answer objections on issues such as safety of the investment and sales charges associated with the investment. Have the literature/prospectus available for your client to review.
- Providing Ongoing Client Service after the Sale:
Review investments annually with your clients to make certain the investments continue to meet their needs. Annual reviews also provide a good opportunity to evaluate any other needs and wants that you may be able to meet for them.
