Call a local financial services representative specializing in stock, bond, or equity fund transactions. Ask what percentage
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Call a local financial services representative specializing in stock, bond, or equity fund transactions. Ask what percentage of clients rely on the information given to make complex decisions on their investments. Also ask this person if customers believe that advice on custom-fitting investment programs adds value to their decision making. Find out whether financial products are getting more or less complex and what effect this will have on providing value-added service in the future.
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Related Book For
Selling Today Partnering To Create Value
ISBN: 9780133543384
13th Global Edition
Authors: Gerald L. Manning, Michael Ahearne, Barry L. Reece
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