Unsure if you should discuss diversification with your clients? Not sure how the CommSec team can support your client? In this section we will look at the CommSec journey and the referral process.
Randal has sold a business and is ready to consider a more sophisticated approach to investing. Does he meet the SIPI criteria? What’s your next move? You don’t have to know everything about investing, just when and where to refer your client to the CommSec team.
Combine your knowledge of CommSec with the right questioning skills to recognise when your clients' personal and business goals could be met through a referral to CommSec.
Time required: 5 minutes
Note: The assessment will unlock when you have completed all the topics.