New Referral Partner Introductions
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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</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</p> Signup and view all the answers

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