Make Simplicity Your Superpower! (Paperback)
Books
In Stock
R417.39
Product Code: 9781640954199
Description
Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clients’ needs and wants. If you have ever seen your clients’ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to commu...