Module 5: KISS (Keep It Simple, Stupid) Financial Matters

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Master It Stories for Financial Advisers

Financial Adviser Chief Growth Coach

2 episodes

4 days ago

Master It Stories for Financial Advisers are stories to help financial advisers remove pain points to attract, win and retain profitable clients. Master It Stories help financial advisers, brokers, financial planners, investment advisers and wealth advisers thrive.

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How To

Education

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Module 5: KISS (Keep It Simple, Stupid) Financial Matters

Master It Stories for Financial Advisers

4 minutes 16 seconds

2 years ago

Module 5: KISS (Keep It Simple, Stupid) Financial Matters

Financial Adviser Pain Point #5

'How can I better explain complex financial matters in a way that is easy for my clients to understand?'

When I try to explain financial concepts, I use charts, tables and performance reports but I get a 'gut feel' they don't get it. Even though they say they understand, they still look confused!

Learn how to explain complex financial concepts in a simple way to win over a client's trust.