Podcast
Master It Stories for Financial Advisers
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Master It Stories for Financial Advisers are stories to help financial advisers remove pain points to attract, win and retain profitable clients. Master It Stories help financial advisers, brokers, financial planners, investment advisers and wealth advisers thrive.
Master It Stories for Financial Advisers are stories to help financial advisers remove pain points to attract, win and retain profitable clients. Master It Stories help financial advisers, brokers, financial planners, investment advisers and wealth advisers thrive.
Master It Stories for Financial Advisers (Trailer)
Episode in
Master It Stories for Financial Advisers
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00:41
Module 5: KISS (Keep It Simple, Stupid) Financial Matters
Episode in
Master It Stories for Financial Advisers
Financial Adviser Pain Point #5
'How can I better explain complex financial matters in a way that is easy for my clients to understand?'
When I try to explain financial concepts, I use charts, tables and performance reports but I get a 'gut feel' they don't get it. Even though they say they understand, they still look confused!
Learn how to explain complex financial concepts in a simple way to win over a client's trust.
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04:16
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