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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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@SuppleAntigorite1077

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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?

    <p>Tell the customer what to do</p> Signup and view all the answers

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

    <p>Make recommendations of any type</p> Signup and view all the answers

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

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

    Which of the following topics can we discuss with customers?

    <p>Percentage of savings in stocks</p> Signup and view all the answers

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

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

    What is one thing we should NOT discuss with customers?

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

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