Deliver the Investment Component of the TRS Story
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Start the Conversation
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Introductions are complete. The advisor wants to learn more about products. You give a high-level approach on all.
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NO
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You ask them more questions about their firms goals.
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YES
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NO
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They thank you for the information and tell you they will be in touch. You say you will send some material to them.
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You learn they are trying to get into new markets such as NQ. You say "MTBG offers these benefits."
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YES
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YES
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Meeting Ends!
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They want another meeting with you and someone from MTBG.
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TRS Investment Story
