Clients rarely remember the details of asset allocation or platform charges - what they remember is how you made them feel, writes veteran IFA and author Mike LeGassick
Financial advice has always been about more than spreadsheets, risk ratings, and fund fact sheets. At its heart, advice is about human beings: their goals, fears, habits, and blind spots. Yet too often, the profession hides behind jargon, acronyms, and technical language that leaves clients more confused than informed. That's the problem my new book, The Art of Storytelling for Financial Advisers – Explaining Money Like a Human, sets out to solve. After more than 30 years as an IFA, I've seen firsthand how powerful clear, human communication can be. Clients rarely remember the d...
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