New Referral Partner Introductions
5 Questions
0 Views

Choose a study mode

Play Quiz
Study Flashcards
Spaced Repetition
Chat to lesson

Podcast

Play an AI-generated podcast conversation about this lesson

Questions and Answers

What is the purpose of leveraging the fifth page of the loan application?

  • To gather crucial information
  • To deepen client relationships
  • To generate new referral partner business
  • All of the above (correct)

    • What are the two sets of questions discussed in the video?

  • Hobby questions and communication questions
  • Strategic questions and communication questions
  • Investment questions and retirement questions
  • Client questions and partner questions (correct)

    • What would be considered a good rating for a relationship with a CPA?

  • 6-8
  • Any rating is acceptable
  • 1-5
  • 9-10 (correct)

    • Why is it important to know the client's investment strategy?

    <p>To determine if the client is conservative, moderate, or aggressive in their approach (B)</p> Signup and view all the answers

    Why is it almost always a yes when asking a financial advisor or CPA for a meeting?

    <p>The trapping script guarantees an appointment (D)</p> Signup and view all the answers

    More Like This

    Use Quizgecko on...
    Browser
    Open
    Browser
    Browser