Advise first, sell second
Banking Consumer Study 2025 · page 15 of 38
The slide uses a 'Bright Money' case study to illustrate the 'advise first' principle.
Consulting deck · recommendation · recommend · overcrowded density
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Action Titles slide · 90%
Imperative title 'Advise first, sell second'
AIDA Model slide · 70%Offering the kind of guidance that builds trust means advising customers through the process of financial decision-making in a way that clearly serves their best interests.
Concrete Language slide · 75%88% of Gen Z/Millennials want financial knowledge
Reciprocity slide · 50%Encouraging customers to make more informed decisions that serve them well, even at the cost of short-term profitability, can deepen customer loyalty and foster advocacy.
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