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Role Playing GamesTRS Investment Story
By RMTraining
Category: Role Playing Games. Viewed 158 times. Created April 2014.     Disclaimer.   
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Deliver the Investment Component of the TRS Story

               
Start the Conversation
Introductions are complete. The advisor wants to learn more about products. You give a high-level approach on all.
NO
You ask them more questions about their firms goals.
 
 



YES

NO





 
They thank you for the information and tell you they will be in touch. You say you will send some material to them.
You learn they are trying to get into new markets such as NQ. You say "MTBG offers these benefits."
 
 



YES


YES




 
Meeting Ends!
They want another meeting with you and someone from MTBG.