How do successfully undertake cold calling

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Problem 1: Why is it important to understand a prospect's level of financial understanding during the interview and loan application process? (Consider in your answer the impact to you and the client, if the client does not understand what you are offering or what they are entering into.)

Problem 2: How do you successfully undertake cold calling? Explain the process from start to finish.

Problem 3:  Using a search engine, research "Ten tips to protect your customers' personal information". Select one of the 10 points and briefly describe the purpose of this step.

Problem 4: You have completed a fact finder, costing analysis, and LVR calculation for a client and have worked out the due to affordability issues, based on the living expenses they have provided, the client is unable to borrow the required loan amount. They would be able to borrow a loan amount of $5,000 less. Referring back to your client needs review, what additional question/s would you ask the client?

Reference no: EM132893553

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