Your clients may never fully understand all the financial products they own. But it’s crucial that they grasp the big picture so they buy into the financial plan you’ve created for them, make smart choices and stick with their investments during tough times.
The trick: Reframe your financial conversations with clients so you get them to look beyond the slew of stocks, bonds and insurance policies that you’ve helped them buy — and instead think about their money in terms of broad themes.
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