Non- Verbal
Harrison Toyota comes into the branch to deposit his typcial stack of checks made out to his business that he does every week, he jokes with you that he wishes it was easier to get this done. What referral could we send?
What is Business Services
Taylor Slow is chatting with you while you help with a transaction and says:“I’m turning 65 next month, and I’m retiring from my job right around the same time. I’m honestly not sure what I’m supposed to do for health coverage once I leave. What referral opportunity should come to mind?
What is Medicare
Shaquille O'Meal comes in to make a deposit, he begins to open up that he is trying to move out to QC and is nervous about the first time home buying expereince. What referral could we send
What is Long Term Mortgages/Tammy
Who is Unc?
What is Chloe
Gordon Ramen comes in to finance a new vehicle. He’s excited, scrolling through pictures of it on the website, and you can tell this is a pretty major purchase for him. what referral can weask about?
What is Insurance (MAIS)
Post Maloney is taking money out of his account, while you chat he mentions that he changed jobs a few months ago and still has money with his old employer. What kind of referral could we send?
What is Wealth Management?
Elon Tusk owns a small business and comes into the branch because he needs help moving money from his personal savings into his business account.While you're helping him, he explains that:“This happens every few months. Customers pay me eventually, but sometimes I’ve got payroll and supplies due before the money comes in.”He shrugs and says:“I usually just move my own money over and put it back later.”
What is Business Services
How do you spell Bryans Last name?
What is Bacciocco
Dwayne “The Pebble” Johnson is waiting for his appointment with the loan officer. He appears to be around retirement age and is sitting with his spouse. While waiting, they’re quietly looking at their phones together and discussing dates on a calendar. What referral oportunity could be present?
What is Medicare and/or Wealth Management
Kanweigh East is talking with you and says: “I feel like I’m paying a fortune every month between my house, two cars, and my boat. Every year it seems like those bills just keep going up."What referral opportunity could you explore?
What is Insurance (MAIS)
Ryan Gosling comes into the branch after selling a property and deposits a check for $180,000.
While you’re helping him, he casually mentions:“I’m probably going to use some of this to buy about five acres outside of town. There’s nothing built on it yet I just don’t want somebody else to grab it. I probably won’t build for a couple of years.”
Then he adds:
“Whatever I don’t use for that will probably just sit in savings for a while. I haven’t really thought that far ahead.”
What is Lot Loan and Wealth Management
What is Mr Beast Real Name?
What is Jimmy Donaldson