Opportunity to get to know the client as an individual
Establish areas of potential risk
Ascertain a client’s preferences and needs
Acknowledgement of cultural, religious, and ethnic values
Advocate freedom of choice and independence
To identify needs, you must both listen and ask the right questions. After identifying needs, always check for additional or related needs. Use your knowledge and experience to identify and present the right products, services, and solutions to meet your customers' needs.
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