Responding to indifference Flashcards

1
Q

How would you respond to, “I’m all set”?

A

I can certainly understand that. I typically do not hear this from my clients given everything going on in the world and the markets right now. What are you doing to give you that peace of mind?

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2
Q

How would you respond to, “I have a gal, guy, or broker”?

A

I can appreciate that, I wasn’t calling to replace your broker. I would like to commend you on finding a reliable resource for your financial matters. That is something that I help many of my clients achieve here at TD Ameritrade. As a matter of fact, the type of work I do often complements what you have done already. How have you been utilizing us in the past?

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3
Q

How would you respond to, “This is my play account”?

A

I can certainly understand. Many people have come to TD Ameritrade for our robust trading, education, and guidance platforms. If you just have a few minutes today, I would love to see how I could upgrade some of your playground equipment. What resources are you already leveraging?

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4
Q

How would you respond to, “Only call me with stock recommendations”?

A

I can certainly understand that. I hear that from time to time with some of my other clients. Would you like me to show you online where myself and others are getting those ideas?

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