we don't do the hard sell
If I read that on your website, I would be a lot more likely to call. This is why I would be an email person. I want to avoid this.
Would you believe it though??? I wonder how many people would... I guess its worth testing!!! I'll talk to the team and see what they think. Thank you!
Unless we know the customer's financial history we can't offer fair and reasonable advice
If you tell me this before you start asking I am will be more comfortable about providing it. You probably do this now.
hmmm... I honestly don't know. The sales teams do build a rapport with the customer over the phone, which helps I think. I'd need to see their 'script' (they don't have scripts as such, more like checklist to ensure they cover the regulatory/legal requirements) to know for sure.
Thanks again for the input - I always look forward to your advice.