The Legitimate Limitations of Speaking Financese and Legalese to Clients [Episode 3]
Key Links
Carl Richard's Website
Malcolm Gladwell book which profiles Tom Gau: The Tipping Point
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During the episode, host Matthew Jarvis supplies us with nine crucial rules to follow regardless of if you are an advisor, CPA, actuary, or if you are just concerned with imparting understanding and reassurance in the minds of clients. These nine rules range from the necessity of practice to the headache-inducing method of trying to shrink a whole financial plan onto a single page.
Using the metaphor of speaking a foreign language to someone who doesn't know…
The skinny
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