Master It Stories for Financial Advisers

By: Financial Adviser Chief Growth Coach
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  • Summary

  • Master It Stories for Financial Advisers are stories to help financial advisers remove pain points to attract, win and retain profitable clients. Master It Stories help financial advisers, brokers, financial planners, investment advisers and wealth advisers thrive.
    Financial Adviser Chief Growth Coach
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Episodes
  • Master It Stories for Financial Advisers (Trailer)

    Master It Stories for Financial Advisers (Trailer)
    Nov 13 2022
    1 min
  • Module 5: KISS (Keep It Simple, Stupid) Financial Matters

    Module 5: KISS (Keep It Simple, Stupid) Financial Matters
    Nov 13 2022

    Financial Adviser Pain Point #5

    'How can I better explain complex financial matters in a way that is easy for my clients to understand?'

    When I try to explain financial concepts, I use charts, tables and performance reports but I get a 'gut feel' they don't get it. Even though they say they understand, they still look confused!

    Learn how to explain complex financial concepts in a simple way to win over a client's trust.
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    4 mins

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