Podcast
Questions and Answers
Which of the following is NOT recommended when making recommendations to customers?
Which of the following is NOT recommended when making recommendations to customers?
- Telling the customer what percentage of savings should be in precious metals (correct)
- Using the word 'recommend'
- Telling the customer what to do
- Telling the customer what to buy
What should be the customer's role in making recommendations?
What should be the customer's role in making recommendations?
- Making all the choices (correct)
- Making some of the choices
- Making only the financial choices
- Making none of the choices
Which word should be used when making recommendations to customers?
Which word should be used when making recommendations to customers?
- Advise
- Direct
- Instruct
- Suggest (correct)
Which of the following types of questions should you remind the customer that we cannot answer?
Which of the following types of questions should you remind the customer that we cannot answer?
What should the customer do if they have tax, financial or legal questions?
What should the customer do if they have tax, financial or legal questions?
What is the reason for not providing tax, financial or legal advice to customers?
What is the reason for not providing tax, financial or legal advice to customers?
Which of the following can be discussed when talking about customers' activities?
Which of the following can be discussed when talking about customers' activities?
What is one of the factors to consider when discussing customers' activities?
What is one of the factors to consider when discussing customers' activities?
What is one of the topics that can be discussed when talking about customers' activities?
What is one of the topics that can be discussed when talking about customers' activities?
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