How to give your customers enough information to work your investment planning
More often than not I have watched people join a investment planning, receive a camera-ready circular and are expected to know what to do with it. While the financial consultant of the investment planning knows exactly what to do, most of your customers do not. What may seem like common sense to you is not as understandable to others who purchase it.
Every investment planning you sell should come with an instruction sheet. Just like any product you purchase will come with an instruction sheet. It just makes good business sense to include an instruction sheet or booklet with anything you sell. ...more
