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Financial Advisers Selling Style Survey
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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1
Which selling style do you prefer?
Select the selling style that you are most comfortable with.
Consultative Selling
Relationship Selling
Transactional Selling
2
Rate your comfort level with your preferred selling style
Rate your comfort level on a scale of 1 to 10 (1 being least comfortable and 10 being most comfortable).
3
Describe why this selling style works best for you
Provide a brief description of why you believe this selling style is effective for you.
4
How do you approach building client relationships?
Describe your approach to developing meaningful relationships with clients.
5
What motivates you to succeed as a financial adviser?
Share the key factors that drive your motivation to excel in your role.
6
How do you handle objections during a sales pitch?
Explain your strategy for addressing and overcoming objections from potential clients.
7
Rate your confidence level in your sales skills
Rate your confidence level on a scale of 1 to 10 (1 being least confident and 10 being most confident).
8
What tools or resources do you find most helpful in closing sales?
Share the tools, techniques, or resources that you rely on to successfully close sales.
9
How do you manage client objections related to financial products?
Outline your approach to addressing client concerns or objections regarding specific financial products or services.
10
What strategies do you use to follow up with potential clients?
Describe your follow-up process after initial client interactions to maintain engagement and interest.
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