Flash Wrote:
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> I find that mostly happens with bank shops where
> quite often the song and dance expected of the
> banker has been replaced with a warm, genuine
> interest in me as a customer. To me it does not
> matter if the person has used the 'key words' or
> not, they have explained product well, suggested
> appropriate product for the scenario I presented
> and are someone I would feel good about doing
> business with. But I'll report the lack of 'key
> words' in the appropriate places on the form and
> use the words 'warm', 'genuine', 'attentive' etc.
> in my narrative with a comment that I would be
> happy to do business with them.
Yes flash I thinkthis is the way to go. WE are hired to use our own brains and skills. You do not have to be a robot. Do what you think will work for the client. I rarely if ever get a report rejected. Go w/ your gut and give a lot of details.