
Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165
Kitces and Carl - Real Talk for Real Financial Advisors
00:00
The Power of Visuals in Client Communication
This chapter explores the significance of visual aids in client interactions, stressing their role in improving learning and retention. It also presents a strategic approach for financial planners to distill key messages for clients by using a focused metaphor.
Transcript
Play full episode