Financial Advisors need to take a lesson from Humpty Dumpty; Too many fail to master the meaning of words and how to use them, costing clients, revenues, study says
RIAs and asset managers are losing out on sales, because they've forgotten how to shoot straight, according to a report published by the Dublin content analytics software firm VisibleThread; and as analysts weigh in, it's clear the problem extends throughout the financial industry.
Author Oisin Breen
October 30, 2018 at 5:56 AM
October 30, 2018 — 2:47 PM
Very true in my view- often felt that investment professionals want to 'sound smarter' then we all are so we use terms, words, phrases which sound mystical and uber insightful...to us. But not to the client.