An Advisors guide to navigating clients understanding of money

I've been there....

Just finished explaining what seems like a simple concept

BLANK stares from my clients 👀

I smile....... they smile back 😬

My epiphany?

These charts and graphs suck so bad 📈 📊

So I started using simple language

And my clients finally "got it"

Here are a few simple ways to explain money to your clients

What do you use to explain money to your clients?

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