084 - Moira Somers - Advice That Sticks
Maven Money Personal Finance Podcast
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How to Communicate Complex Concepts
Advisers need to be on their toes about this thing. It's not about dumbing stuff down, it's about learning how to communicate complex concepts. Most clients report that they do not feel understood by their advisers. I want my clients to become friends, not in an overly friendly way, but in a way that friends listen to each other.
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