Attention Span, Communication, and Education in Financial Planning

2min Snip

00:00

Play full episode

Summary

Transcript

Episode notes

This chapter explores the importance of attention span and effective communication in financial planning, emphasizing the need for concise information and ensuring client understanding. It also highlights the role of financial planners as educators or coaches in helping clients successfully navigate their finances.

Dr. Charles talks about the importance of understanding and responding to clients' various learning styles. He then walks through each of them and perhaps most importantly, what a planner can do to accommodate the learning style of each client whether in-person or video chat.