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‘I’ve been busy’ and other things advisers should stop saying to clients

A long-running study has revealed a raft of information about the way financial services professionals communicate with their clients, as well as four key ways they can improve the discourse.

Tahn Sharpe | 5th Sep 2024 | More
Using stories to help clients understand investment concepts

Simple techniques like analogies and metaphors can help you connect with clients, but ‘storyselling’ needs to be simple and relatable.

Jacquelyn Mann | 12th Sep 2022 | More