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Finding Repeatable Conversations To Explain Complex Concepts More Understandably To Clients: Kitces & Carl Ep 165

Kitces and Carl - Real Talk for Real Financial Advisors

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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.

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