DO'S
Review the training material thoroughly and complete your NeX Protect compliance test before referring any of the prospective customers.
Guide customers to fill in the Lead form accurately.
Guide customers to give accurate and up to date information while submitting the Lead.
Always adhere to these Guidelines while referring the customers.
Explain to the customer what will happen after they submit their lead.
DONT'S
Do not give any advice to customers.
Do not submit the lead on behalf of the customer. Leads should always be submitted by the customer and they should provide their real contact information.
Do not speak on behalf of the customer to the ‘Wealthmax Financial Advisors LTD’ or to ‘NeX Protect’.
Do not answer any product related questions and always direct the customers towards the lead form, so ‘Wealthmax Financial Advisors LTD‘ can contact and help your customers.
Do not use cold marketing techniques to acquire new customers.
