direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the Identify needs: Employ open-ended questioning to understand clients' financial and emotional needs. Pre-qualify leads and follow ups. C. Match Product Offerings to Needs: Utilize extensive product knowledge to present Provide upfront explanations of situations that need clarity and ensure supporting documents. D. Explain
direct to client) and direct marketing, utilizing needs analysis-based selling techniques. Facilitate the Identify needs: Employ open-ended questioning to understand clients' financial and emotional needs. Pre-qualify leads and follow ups. C. Match Product Offerings to Needs: Utilize extensive product knowledge to present Provide upfront explanations of situations that need clarity and ensure supporting documents. D. Explain