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Questions and Answers
What is one topic that we can discuss with customers?
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?
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?
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?
What should we NOT do when talking to customers?
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What is one thing we should NOT do when discussing investments with customers?
What is one thing we should NOT do when discussing investments with customers?
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What should we avoid telling the customer when discussing precious metals?
What should we avoid telling the customer when discussing precious metals?
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Which of the following topics can we discuss with customers?
Which of the following topics can we discuss with customers?
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What is one thing we can talk about when discussing precious metals with customers?
What is one thing we can talk about when discussing precious metals with customers?
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What is one thing we should NOT discuss with customers?
What is one thing we should NOT discuss with customers?
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