Uncover Your Recommendation Style
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Questions and Answers

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?

  • 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?

  • Advise
  • Direct
  • Instruct
  • Suggest (correct)

Which of the following types of questions should you remind the customer that we cannot answer?

<p>Tax, financial or legal questions (A)</p> Signup and view all the answers

What should the customer do if they have tax, financial or legal questions?

<p>Contact a tax, financial or legal professional (B)</p> Signup and view all the answers

What is the reason for not providing tax, financial or legal advice to customers?

<p>Company policy (C)</p> Signup and view all the answers

Which of the following can be discussed when talking about customers' activities?

<p>Percentage allocation of metals (D)</p> Signup and view all the answers

What is one of the factors to consider when discussing customers' activities?

<p>The source of funds used to purchase metals (A)</p> Signup and view all the answers

What is one of the topics that can be discussed when talking about customers' activities?

<p>Percentage of savings in precious metals (D)</p> Signup and view all the answers

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