Make Simplicity Your Superpower!

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 sound financial planning that leverages the best practiceÑthe superpowerÑof simplicity. The easy-to-follow steps, talking points, and illustrations will show you how to: áBuild rapport with current and prospective clients áUnderstand clientsÕ needs and desires áTranslate complex financial concepts into digestible bits of information áPresent the relevant facts in a clear, concise way áSupport clients in taking control of their long-term financial successSimplicity in your communication with current and prospective clients is your competitive advantage over the competition. Leverage this superpower, and not only will you connect on a deeper level with your clients and prospects, but you will grow your clientele in the process. A special appendix features a list of communication failures that cause clients to tense up, tune out, and lose trustÑand how financial advisors can instead put clients and prospects at ease.