Karen King: Can you learn to unlearn?

Clients and jargon

clock • 4 min read

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 the same thing. But here is the problem. In financial services, clients - the very people who need to understand complex financial ideas the most - are arguably the last people jargon should really be aimed at. Jargon is fine at an inter-colleague level but ask yourself this: do everyday normal people really know the difference between, say, ‘alpha' and ‘beta' outcomes? When we commun...

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

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Adviser, Talks event: How to grow your advice firm in an increasingly competitive market

Adviser, Talks event: How to grow your advice firm in an increasingly competitive market

REGISTER NOW FOR ADVISER, TALKS... 16th JULY AT 1PM

Professional Adviser
clock 06 July 2026 • 1 min read
Scaling Smarter: Unlocking Growth in a Changing Advice Market

Scaling Smarter: Unlocking Growth in a Changing Advice Market

Join us for an exclusive webinar exploring how advice firms can unlock growth by adapting to the evolving needs of clients, without compromising on quality or profitability.

Professional Adviser
clock 05 January 2026 • 1 min read
Partner Insight: Advised baby boomers are more retirement ready

Partner Insight: Advised baby boomers are more retirement ready

Vanguard research shows most UK baby boomers are not on track to meet spending needs in retirement.

Georgina Yarwood and Warwick Bloore, Vanguard, Europe
clock 09 December 2025 • 9 min read