WHILE IN THE BANK

REMEMBER THE FOLLOW KEY POINTS:

  • ASK FOR THE SPECIAL RATE.

  • DO NOT SAY "CASH OUT." SAY, "I AM HEAR TO EXCHANGE MY IQD FOR USD."

  • PLACE ALL CASH YOU RECEIVE IN YOUR MONEY BAG BEFORE LEAVING THE BANK.

  • ASK FOR A CASHIER'S CHECK, IF YOU HAVE NOT DECIDED WHERE YOU WANTED TO INVEST YOUR FUNDS YET.

  • ONLY TAKE WHAT YOU NEED TO EXCHANGE DURING THAT TIME.

  • IF ASKED TO INVEST YOUR MONEY WITH A WEALTH MANAGER, REMEMBER TO SAY THE FOLLOWING;

     QUOTE:

I APPRECIATE YOU EXTENDING YOUR INVESTMENT PORTFOLIOS AS AN OPPORTUNITY TO INVEST WITH YOUR INSTITUTION, BUT I AM ALREADY COMMITTED AND VESTED TO A WEALTH MANAGER IN MY COMMUNITY AND VERY COMFORTABLE WITH MY FUTURE GAME PLAN.

REMEMBER: THIS IS YOUR DAY TO SHINE. SO, DON'T GO TO THE BANK UNTIL YOU ARE SURE YOU KNOW WHAT YOU WANT AND YOU DEMONSTRATE YOU HAVE THE KNOWLEDGE.

LAST, REMEMBER THE WEALTH MANAGER IS WORKING FOR THE BANK. YOU ARE SECONDARY. YOU ARE NOT THE PRIORITY.

GO TO STEP 5: (CLICK HERE)

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