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