Posts tagged ‘jargon’

Is Jargon Getting in Your Way?



Think about the conversations you have with your current and prospective clients. They may nod, smile, and comment at the right times, but do they really understand everything you’re saying? We’re not talking about smarts. Your clients are bright and successful folks. It’s up to the financial…

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Tips on Differentiating Your Retirement Practice from the “World’s Greatest Dad”



Yep, that’s me and I’ve got the mug to prove it! And if that were all I gave you, would you really believe it? For all you know, I bought the mug myself and my kids really call me Mr. Bossy (that’s another blog). This is how I feel sometimes when I’m reading retirement advisor bios…

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