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...
'People miscalculate how much they need'
Information request by AJ Bell
Could lose 97% of investment
'Document your conversations'