Some Tips from Joseph Stone Capital for Enhancing Customer Service by Providing Better Financial
Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
Joseph Stone Capital, LLC has upheld a culture of powerful philosophies and unique monetary strategies for our clients. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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predicted return on a fund or stock, for example, you won’t give an accurate response because no one knows for
sure. On the other side, you might include historical information and be open about the origins of your estimates.
• Early on, Establish Your Expectations
Because the financial industry is so competitive, it’s typical to start with the best-case scenarios for rates and
returns. Though it may be an excellent way to bring people in the door, it can cause problems if they don’t get
advertised. Be honest with clients about what they may anticipate from a product or service while speaking with
them. For example, if they’re looking for a loan, inform them that the lowest rates get reserved for individuals with
near-perfect credit.
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