Listen to your client
23 Oct 2024 · 0 min
0:19
A financial advisor should invest a client's money in renewable energy if that's what they want, not push oil stocks for a bigger commission. Listen to what your client actually needs.
A financial advisor should invest a client's money in renewable energy if that's what they want, not push oil stocks for a bigger commission. Listen to what your client actually needs.
Always listen to your leads and put their needs first. For example, let's say you're a financial advisor and you have a lead who wants to invest in renewable energy. Then you should focus on that desire and definitely don't steer them to invest in oil just because you'd get a higher commission.
