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Mastering the Decision-Making Process for Precious Metals Transactions
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Mastering the Decision-Making Process for Precious Metals Transactions

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@SuppleAntigorite1077

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Questions and Answers

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?

  • Advice
  • Direction
  • Recommendation
  • All of the above (correct)

    • 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?

    <p>Custodial advice</p> Signup and view all the answers

    When asked 'what should I do' or similar questions, what should you remind the customer?

    <p>You are not licensed to give any advice</p> Signup and view all the answers

    If advice is needed and you are on the call with a custodial representative, what should you do?

    <p>Redirect the questions to the custodial representative</p> Signup and view all the answers

    What should you do if you need advice and are on a call with a custodial representative?

    <p>Redirect questions to the custodial representative</p> Signup and view all the answers

    What are some examples of questions mentioned in the text?

    <p>Where to liquidate from</p> Signup and view all the answers

    What type of advice are you NOT licensed to give?

    <p>Legal advice</p> Signup and view all the answers

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