Intermediary Customer Purchasing from the Product Producer

Sell Steps: Sell steps include the activities Intermediary customers take in selling and delivering the product to their customers. These activities include their own customer recruitment and product delivery.

Knowledge: Add knowledge

3. Process where product is used – Explain how product can or should operate in customer cost system

Warnings and advice

No. SIC Year Note
1 6211 2002 Independent financial advisors are upset with Schwab, now that the online trading craze has faded. Schwab is increasingly selling investment advice from advisers on its own payroll.

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