n NISM Certifications
NSM General NISM
Medium

How can MFDs create impactful follow-up after client meetings?

Practice question from B7-S4 Growing Your MFD Business — bank. The correct answer is highlighted below with a full explanation.

Options

  1. A

    Wait at least a week before contacting

  2. B

    Ask clients to call if they have questions

  3. C

    Do not send any written communication

  4. Send a meeting summary and next steps within 24 hours

    Correct answer

A full explanation for this question is being written. In the meantime, the correct answer is highlighted above.

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