8 industry phrases advisers should lose
English spoken here
Certain financial terms are better left to textbooks on economics and, quite frankly, should play no role in meetings with clients. There are better ways to express certain important money and investment concepts without mind-numbing jargon. Here are a few phrases that tend to go over the head of clients — or worse, send them into a deep sleep.
(Story by Liz Skinner. Source: Loring Ward “White Paper: Client Communications for Today’s Advisors.”)