When communicating financial information to clients, don’t just spew facts and figures, show them how the information can help them personally.
“Advisers make a living off of discerning what will be the best financial decision for their clients based on what they know about their clients’ lives as well as their financial situations,” says Joe Anthony, president of financial services at Gregory FCA in Ardmore, Pennsylvania. “In order to effectively convey the advice they are giving, advisers have to demonstrate they know the context of the client situation.”
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