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BEP 407 – Financial English 5: Comparing Opportunities
Apr 28, 2024
Learn how to sell a client on a new investment opportunity by assessing risk and comparing options. Navigate the complexities of financial services, including evaluating online information and offering safer investment choices. Follow a conversation between an investment advisor and a client, focusing on corporate bonds, alternative funds, and financial decision-making. Improve your financial English vocabulary and techniques through interactive scenarios and lessons.
23:08
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Quick takeaways
- Investing in financial services requires assessing future growth, not just current value.
- Advisors must guide clients effectively, reducing pressure and cautioning against misleading information.
Deep dives
Introduction to New Investment Opportunity
When selling financial services, investing involves considering future growth rather than just current value, requiring thorough risk assessment and comparison with alternative opportunities. To avoid misleading information, advisors must guide clients effectively, reducing pressure to encourage informed decision-making.
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