Podcast: Elementality for Financial Advisors | Elements Financial Vitals System™ (LS 35 · TOP 3% what is this?)
Episode: Are Numbers and Data Overwhelming Your Clients?
Pub date: 2021-07-13

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As an advisor, you have superior quantitative skills. Your understanding of finances is advanced well beyond your clients. Unfortunately, that can often result in you overwhelming your clients with data and numbers. To communicate financial planning principles to your clients, it may be time to take a different approach.

On this episode of the Elementality podcast, Reese and Chad explain how a little creativity and a few simple design tips can help you improve your communication skills

The podcast and artwork embedded on this page are from Jordan Haines, CFP®, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

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Are Numbers and Data Overwhelming Your Clients?