Karl Fagan imparts some (seven in fact) pearls of wisdom on clear client communication, which he says might well be common sense but aren't necessarily common practice...
We've all been there: the presentation or product pitch where the facilitator dumps information on us, with a tonality and speed that presumes we are as equally well read in their topic, as they are. The whirlwind tour begins with overloaded slides, includes some figures and maybe a colourful graph or two and is topped off with a hastily added "Any questions?" Before the audience has time to digest this new information, let alone come up with a question which might help them assimilate this new information into their own learning, the facilitator has unplugged their laptop and is seen...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes