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Mastering Customer Behaviors in the Precious Metals Market

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Mastering Customer Behaviors in the Precious Metals Market

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Questions and Answers

What is one topic that we can discuss with customers?

Percentage allocation of metals

Percentage of savings in precious metals (correct)

The source of the funds they use to purchase precious metals

Products

What is one thing we should NOT do when talking to customers?

Tell the customer what to buy

Tell the customer what to do

Use the word recommend / recommendation

Make any recommendations of any type (correct)

If a customer has tax, financial, or legal questions, what should we do?

Remind the customer that we do not and cannot give such advice (correct)

Ignore the customer's questions

Provide tax, financial, or legal advice

Refer the customer to another customer

What should we NOT do when talking to customers?

Tell the customer what to do Signup and view all the answers

What is one thing we should NOT do when discussing investments with customers?

Make recommendations of any type Signup and view all the answers

What should we avoid telling the customer when discussing precious metals?

Tell the customer what percentage of savings should be in precious metals Signup and view all the answers

Which of the following topics can we discuss with customers?

Percentage of savings in stocks Signup and view all the answers

What is one thing we can talk about when discussing precious metals with customers?

The source of the funds they use to purchase precious metals Signup and view all the answers

What is one thing we should NOT discuss with customers?