Wachovia

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Interview Question

Licensed Financial Specialist Interview

Give us an example of your persuasion of a client.

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I would analyze the clients needs first, then match and demonstrate how the company's products would solve the clients problems and that the status quo would not be beneficial. Pick a product like Roth vs Regular IRA and client had no such investment before.
For more information on these products to make your case, see bankrate.com, a great web site for financial information and enhancing your own financial literacy and investment savvy.

Interview Candidate on Dec 18, 2012

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