That’s Right.
To determine Yvonne’s business needs, you could ask the following questions:
- What kind of investment term are you looking for?
- Do you need frequent access to the funds?
- What is the total amount you’re looking to invest?
- What kind of rate do you need from the account?
It’s important to ask the right questions to uncover information about the client’s situation in order to determine the best solution.
Not Quite.
To determine Yvonne’s business needs, you could ask the following questions:
- What kind of investment term are you looking for?
- Do you need frequent access to the funds?
- What is the total amount you’re looking to invest?
- What kind of rate do you need from the account?
It’s important to ask the right questions to uncover information about the client’s situation in order to determine the best solution.
