n NISM Certifications
NSM General NISM
Medium

According to the session, what is a powerful discovery question strategy in client meetings?

Practice question from C3-Test Your Knowledge — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Ask direct questions about investments only

  2. Focus on clients' life goals and investment experience using thoughtful questions

    Correct answer

  3. C

    Only discuss your own success stories

  4. D

    Never ask about client financial needs

Why this is the answer

Asking about life goals and experiences uncovers deeper needs and builds rapport for customized solutions.

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