INDIANAPOLIS -- It’s easy for advisors to understand the work they do for their clients given that they engage with it every day – but a little simplification may be in order when it comes to explaining investment strategies to clients.
“It struck me [that during client meetings], if they're overwhelmed now and not following how I’m talking about investments from a behavioral finance perspective, they're not going to buy into this or take my recommendations,” Justin Nichols, managers of operations at Garret Planning Network told attendees during a session at the 2015 NAPFA Fall Conference.
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