It describes strategies that are tailored to appeal to the particular client's money management style.
Moneymax Training Guide
Another page, the Client Interaction Strategy page, is provided for your use. It describes strategies that are tailored to appeal to the particular client's money management style.
This professional report is for your use only and is not to be reproduced, photocopied, distributed to, or reviewed with clients.
Recall that Jane Doe, if she is like others in her group of producers, will probably want to work on her own to secure a financial future. Her work ethic is ambitious and she strives to achieve greater and greater financial gains. So how would you work with her? What are your opportunities in this case? Refer to the Client Interaction Strategy for Jane. [Sample Profile: Jane Doe Client Interaction Strategy]
Note that the page offers tips and strategies for how you can best work with Jane. Every group has its own description with tips on how to interact with it's member clients. You don't need to memorize all the tips and strategies. Client Interaction Strategy pages are located within client files.
