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Question 1 / 1 4 A financial advisor is cold - calling leads. A prospect mentions that he manages his own portfolio and hasn't used
Question
A financial advisor is coldcalling leads. A prospect mentions that he manages his own portfolio and hasn't used an advisor in the past.
What should the advisor do first?
Ask if there's a reason he hasn't used an advisor in the past
Tell him about the easy account setup process
Ask him what his yearly returns have been
Question
A sales rep is talking to a prospect about his company's product. The prospect says she's been buying from a competitor for
their product.
What should the rep do first?
Find out the price of the competitor's product to see if he can offer a special introductory price
Ask her what she likes and dislikes about the competitor's product
Offer her a sample and ask her to contact him if she likes the product
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