Understand customer needs, don't recommend products that customers don't need, there is no demand.
We should sincerely and clearly inform the fund of risks, reflect the professional level, and don't just talk about favorable historical performance.
Tips on how to buy funds can reduce costs.
Tell me what kind of service you can provide. After all, you can buy funds in many places.
Try to recommend a safe and risk-free fund, which is more in line with the current market situation. It is difficult to recommend high-risk funds at present.