1) Entry-level learning customers who want to invest in stocks and funds: young white-collar workers, college students, or entry-level investors who like financial management, have their own investment enthusiasm and want to control their investment direction, but they will not know where to learn for a while. For these beginners, you can persuade them to buy index funds. I recommend Rongtong 100, or the Growth Enterprise Market Index Fund for SMEs. Other index funds can persuade customers to buy less, and can be compared when studying to understand how the indexes of each component behave, which will help to understand the market dynamics. At the same time, I recommend you to read "Don't put your money in the bank" by Mrs. Katsumi, which mentioned similar views on which investors should buy index funds, which is good for your business.
2) people who are afraid of stock market risks but want to wade. We can use the historical performance of index funds to convince them, and at the same time add the historical performance of regular fixed investment to impress these customers with data.
3) Investors who have no desire to buy funds and intend to stock themselves, but are still in a playful state of mind. They can understand the trend of the industry or market by buying index funds, and make short-term and medium-term investments by using the judgment obtained by looking at the market. Although "speculation" funds are not advocated, the index fund rate is low. For those who have fun and don't want to lose too much in the stock market, they can practice their hands by investing in index funds.
4) Office workers with a definite fixed amount will only regard the fund as part of their monthly savings plan. These people have a long-term willingness to invest, and the historical performance of index funds on a regular basis is easy to attract them. Many fund companies specialize in summarizing and reporting this aspect in order to promote the market. You can manage it first and then recommend it. Regular investment index funds are also good choices as education funds for young parents with young children, retirement funds for people aged 35 -50, and medium-and long-term travel funds for people who love travel and leisure.
No matter what kind of customers, it is the key to retain customers, reduce pioneering work and improve work efficiency to make their recommendations well-founded, help customers pay attention to capital trends at any time after recommendation and let customers experience professional services.
Good luck.