Fill The Gap: The Official Podcast of the CMT Association cover image

Episode 40: Janine Guenther, CMT, CFA

Fill The Gap: The Official Podcast of the CMT Association

CHAPTER

Client Communication in Financial Planning

This chapter delves into the crucial aspects of communicating with clients about investments, portfolio management, and financial planning. The speaker emphasizes the importance of using relatable analogies and understanding client mindsets to provide personalized financial guidance, particularly during market fluctuations.

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