PRM Transition Training

Which type of lead is most interested in Social Trading and PIM conditions?

• Networkers

• Money managers

• Influencers

• EA providers

Which of the following is NOT a common platform for Networkers in the financial industry?

• Instagram
• X
  (Formerly known as Twitter)

• Facebook
• Pinterest

Which type of lead is most likely to focus on "second-level commissions" and "loyalty programs" when contacted?

• Influencers

• EA providers

• Signal providers

• Money managers

What should be the main selling point for contacting a Signal Provider?

• Promote the partner program and second-level commissions

• Focus on social media marketing

• Focus on the platform’s spread costs, types of accounts, and VPS

• Highlight the educational content on the platform

What type of commission structure is likely to appeal to Money Managers in the financial industry?

• Flat-rate commission based on the number of clients managed

• Commission based on the number of trades executed by clients

• A fixed monthly salary regardless of investment performance

• Performance-based commissions tied to the success of investments, including partnership commission

What is the role of a Networker in the financial industry?

• Develop automated trading systems

• Provide trading signals for investors

• Create and maintain relationships with clients and professionals

• Manage mutual funds and portfolios

What is a potential drawback for Networkers when using platforms like LinkedIn or Facebook? Select 2 that apply

• Restrictions on sharing financial-related content

• High competition from other financial professionals

• Limited tools for lead generation and client tracking

• Lack of relevant content and educational resources