Banking Mystery Shopping Tip – Choosing the Right Questions for a Financial Advisor Mystery Shop

Introduction Financial institutions, whether banks, credit unions or brokerage firms often (and rightly so) create inspiring statements of what their advisors will do to help clients achieve their financial dreams. RBC’s website, for example, reads, “Our advisors take the time to understand your life’s vision, customizing solutions based on your goals and aspirations.” While Assante’s states, “Assante has an enviable roster of respected, knowledgeable and dedicated advisors who have the expertise to guide their clients through all the complexities their wealth may bring.” These messages no doubt bring new customers to the door. But after that, it’s left to the advisor to succeed (or fail) in closing the sale. And… Read More

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