Transactional Sales

Making transactional sales not only does a disservice to your clients but could land you in a heap of trouble. Selling financial products without doing all of the investigational work before, like fact-finding and suitability evaluations can hurt clients financially, gives our industry a bad name and may make you party to a lawsuit. Yet there are still some in our industry that want to take the path of least resistance, the easy way out, to make a fast buck. Those of you out there who shy away from the question of suitability and doing things right, know who you are, I am talking to you. You are single-handedly hurting all of us in this great industry with your practices. Stop now, change your habits, help others and become more successful by doing things the right way. You’ll be happy you did.