Advisers should use suitable language, terminology and visual props to deliver clear messages to clients and, writes Karen King, that means 'unlearning' speaking jargon
Jargon. Let's face it: we all use it and - generally speaking - we all need it. It is vital to help speed conversations up and, when we all understand what it means, it is a simple, shorter way of saying...
How do you sort the wheat from the chaff?
'What are you trying to achieve with your wealth?'
'Time for a new model, now'
Assessing manager strategies
New planner at Chartered firm
Defaults on 7 and 17 May
RLAM's Senior Fund Manager, Richard Marwood outlines the background to how investors fell ‘out of love’ with the UK market but points to positive signs of a recovery.