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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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Mastering Client Communication

This chapter delves into the challenge of simplifying complex financial concepts for clients, highlighting the importance of a clear, memorable message. It discusses how financial advisors can enhance communication and efficiency by refining key narratives and utilizing repeatable conversations in their interactions.

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