Posts tagged ‘Kevin Morris’

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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Tough Talks



Some financial topics are hard to discuss with clients — mainly because they don’t want to talk about them. Financial professionals know how to address sensitive financial topics with their clients, but that doesn’t mean they always look forward to these conversations. After all, many…

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