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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Simplifying Complexity: Visual Strategies for Client Communication
This chapter explores the difficulties financial advisors face in making complex concepts accessible to clients. It emphasizes the use of visuals, analogies, and external tools to enhance understanding and communication.
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