norimediagroup.com

Make Simplicity Your Superpower!

$19.95
{{option.name}}: {{selected_options[option.position]}}
{{value_obj.value}}
Store Logo

Nori Media Group

View Store

Increase client satisfaction, convert more prospects, and earn more referrals when you implement these communication hacks that every financial advisor should know. Communication is often the key differentiator between a successful financial planning practice and an unsuccessful one. Many financial advisors make the common mistakes of mystifying their role in wealth management, overcomplicating investment information, and focusing more on their offerings than on their clientsÕ needs and wants. If you have ever seen your clientsÕ eyes glaze over when discussing their financial strategy, you know the pitfalls of not having a user-friendly approach to communicating financial information. If you want to increase your success as a financial advisor and provide the most value to your clients and prospects, itÕs time to unleash your superpowerÉ SIMPLICITY! In Make Simplicity Your Superpower!, Richard Dobson, CFP, shares a time-tested process for communicating with clients and prospects about

Show More Show Less