In the past, clients were mainly drawn from the "warm" market such as family members, friends, neighbours and through recommendations. Unlike the past, there is now an increasing number of clients from the 'cold' market. ... In the past, the agents used stationeries to explain and market different policies to their clients. Today, they use a variety of softwares to explain and market their products. ... Being aware of the clients' concerns and ability to invest, stockbrokers should act as the "equity sales advisor" who recommends the right stock for them. ...

• Word Count: 2546
• Approx Pages: 10
• Grade Level: Undergraduate