1. Foreign exchange investment is an investment method that is conducive to the appreciation of customers' funds. The daily job of a foreign exchange broker is to help customers manage their finances reasonably, so both parties are equal. There is no need for brokers to feel inferior, maintain a supercilious attitude and turn the idea of developing customers into the idea of serving customers.

2. Visit customers and keep the attitude of making friends. Every time you visit a customer, you may not succeed. The client can learn a new investment method by contacting you without investing, and the two can become new friends.

The purpose of communicating with customers is to introduce him to an investment method, instead of asking him to invest immediately, which can not only overcome the nervousness, but also eliminate the hostility of customers.

4. Don't rush to let customers answer whether to invest or not. Give him an opportunity to understand various investment methods and avoid the embarrassing situation caused by being too persistent.

The client's willingness to invest is his own will, not imposed on him by the broker.

Brokers should keep these points in mind so that they can have a peaceful attitude towards their work.