Are Numbers and Data Overwhelming Your Clients?

As an advisor, you have superior quantitative skills. Your understanding of finances is advanced well beyond your clients. Unfortunately, that can often result in you overwhelming your clients with data and numbers. To communicate financial planning principles to your clients, it may be time to take a different approach. 

On this episode of the Elementality podcast, Reese and Chad explain how a little creativity and a few simple design tips can help you improve your communication skills