Update in simple words:
Update in simple words: - If there is a case who is 18-25 yo., there has to be a huge investigation done on that case such as personal income, financial situation, savings from parents, assets which belong to the client. If there is a valid financial situation - this case can be finalised. If this case has none of the mentioned, you can use the help of "Referral", you can close parents, friends, dogs, cats, who has way better fiscal statement, but they need to be pitched, not just confirmed by the customers - whole responsibilities of investments will come to them - Regarding Referrals, if you have a low income client, you can investigate if there are worthy connections from the customer side and close them, with the promises that we will reward your kindness for cooperating with us - You have to charge customers ONLY who have money, don't charge a low income case - IT IS POINTLESS to have barely surviving guys, it is moreover against company's policies. You charge
