5. Your choice of words is important (if it's not understood, it's jargon). It's not what we know that is important, it is how well we can explain it. The clearer the understanding, the more likely clients are to utilize the advice.
The amazing thing about exceptional advice is not that it goes beyond the basics, but that it helps you master the basics with a hands-on approach and real-time feedback. Use it with your own clients and watch their games improve!
Mitch Anthony is widely regarded in the financial services industry as an expert on building client relationships and has been recognized for his pioneering work in Financial Life Planning. His innovative tools for strengthening client relationships are available through his Advisor Insights at mitchanthony.com.