Podcast
Play an AI-generated podcast conversation about this lesson
Questions and Answers
Who is responsible for making the final decision to purchase or sell Precious Metals Products?
Who is responsible for making the final decision to purchase or sell Precious Metals Products?
- Goldco
- Government
- Customer (correct)
- Advisor
What kind of input does the customer claim to have received from Goldco?
What kind of input does the customer claim to have received from Goldco?
- Advice
- Direction
- Recommendation
- All of the above (correct)
What decision does the customer claim to have made without any input from Goldco?
What decision does the customer claim to have made without any input from Goldco?
- To follow Goldco's guidance
- To rely on Goldco's recommendation
- To seek advice from Goldco
- To enter into a transaction (correct)
Which type of advice are you NOT licensed to give?
Which type of advice are you NOT licensed to give?
Signup and view all the answers
When asked 'what should I do' or similar questions, what should you remind the customer?
When asked 'what should I do' or similar questions, what should you remind the customer?
Signup and view all the answers
If advice is needed and you are on the call with a custodial representative, what should you do?
If advice is needed and you are on the call with a custodial representative, what should you do?
Signup and view all the answers
What should you do if you need advice and are on a call with a custodial representative?
What should you do if you need advice and are on a call with a custodial representative?
Signup and view all the answers
What are some examples of questions mentioned in the text?
What are some examples of questions mentioned in the text?
Signup and view all the answers
What type of advice are you NOT licensed to give?
What type of advice are you NOT licensed to give?
Signup and view all the answers
