n NISM Certifications
NSM General NISM
Medium

For New Prospects who haven't invested yet, what should be the primary focus of your messaging?

Practice question from C2 - Test Your Knowledge — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Exclusive investment opportunities

  2. B

    Portfolio performance updates

  3. Trust building and education

    Correct answer

  4. D

    Re-engagement strategies

Why this is the answer

New Prospects are at the beginning of their investment journey and haven't yet committed to investing. They need educational content that builds trust and helps them understand the basics of investing, rather than advanced portfolio insights or exclusive opportunities which are more suitable for existing or high-value clients.

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