January 8, 2019
Financial services covers retail & commercial mortgages, equity investments, life insurance, bonds, and retirement planning (integrating all the prior-mentioned), etc., These markets are typically pounded by politics, regulation changes, price fluctuations, interest rate movement, and currency inter-relationships that can shift important indexes by huge percentages in seconds, and maybe many times in a day.
As a modern financial services rep, you need to embrace rapid change to engage your customers. You must be prepared to momentarily adjust your pitch to align with current data that may ruthlessly outdate yesterday’s projections without missing a beat. Turning prospects into new customers or maintaining established customers’ confidence in you is dependent on being able to anticipate their most difficult questions.