Are you familiar with wealth management products?
As a financial planner, the major is the most basic, which requires financial planners to have enough knowledge of many different types of financial products such as insurance, securities, real estate and funds. In addition, financial planners should also have an understanding of different products in the same category, and financial planners should also keep in mind the basic information such as income and risk of each product.
Only by making full preparations can we be confident when communicating with customers. When customers ask any questions, we can answer them in time. If the financial planner doesn't know enough about a certain kind of product, when the customer is interested in this kind of product and wants to know more, you can't give a professional answer, and the original interested customer has no intention.
Do you know your customers well enough?
Familiarity with products is the first step in order to "get the top spot" in the industry, and the next thing a financial planner has to do is to understand customers. As the saying goes, only if you know your customers well enough can you match them with the right products.
Therefore, financial planners should pay attention to every opportunity to communicate with customers, whether online, offline, first meeting or later meeting. Always maintain a professional image and caring service attitude, so that customers will trust you and be willing to talk to you. Only when customers are willing to talk, can you get more information, so that the financial plan you designed will directly hit the customer's needs.
Can market dynamics be synchronized to customers in time?
Most customers are not familiar with the financial industry. On the one hand, they want to use the professional skills of financial planners to achieve their wealth management goals. On the other hand, they also hope that they can keep up with the market dynamics of the financial industry when investing in wealth management and bring more wealth to themselves.
Therefore, in the process of serving customers, financial planners should synchronize all good and bad market trends in the financial industry to customers in time. For negative market information, financial planners should also appease customers in time and help customers adjust their financial plans appropriately according to their actual situation and current market progress.
The financial industry is professional and complex. Financial planners will only help customers find the most suitable financial products and invest correctly to avoid risks, so more customers will come to you.