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

  • 2022/11/13
  • 再生時間: 4 分
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Module 5: KISS (Keep It Simple, Stupid) Financial Matters

  • サマリー

  • 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.


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あらすじ・解説

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.


Module 5: KISS (Keep It Simple, Stupid) Financial Mattersに寄せられたリスナーの声

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