The primary goal of financial services sales is to close deals, which means convincing customers to purchase financial products or services.

Real estate is not a financial product, as it is a physical asset rather than a financial instrument.

The first step in the financial services sales process is qualifying the prospect, which involves determining whether the prospect has the need, the ability, and the willingness to purchase the financial product or service.

Building rapport with a prospect is important for establishing trust, creating a positive relationship, and increasing the chances of closing the deal.

The most important factor in closing a deal is the customer, as the salesperson must understand the customer's needs and wants in order to tailor the sales pitch accordingly.

Financial regulations are in place to protect consumers, ensure the stability of the financial system, and promote fair competition.

The Internal Revenue Service (IRS) is not a financial regulatory agency, as its primary responsibility is to collect taxes.

Brokers and financial advisors can both sell financial products and provide advice, but financial advisors are typically held to a higher standard of care and must act in the best interests of their clients.

The best way to compare financial products is by comparing all of their relevant factors, including their prices, features, risks, and returns.

When selling financial products, it is important to always put the customer's interests first, be honest and transparent with the customer, and follow the rules and regulations.

The best way to handle a customer complaint is to listen to the customer's complaint and try to resolve it, apologize to the customer and offer a refund, and escalate the complaint to a supervisor if necessary.

The most important skill for a financial services salesperson to have is a combination of communication skills, sales skills, and product knowledge.

The best way to stay up-to-date on the latest financial products and regulations is to read industry publications, attend industry conferences, and take continuing education courses.

The future of financial services sales is likely to see a combination of automation, personalization, and globalization.