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Marci RossellAurora L. Tancock, CFP, FLMI
Marci Rossell
Aurora L. Tancock, CFP, FLMI
in MDRT EDGEJan 9, 2019

Effectively communicating complex financial concepts

According to Rossell, the three most important aspects you must include in stories you craft for clients are statistics, experts and anecdotes. In this Q&A session, Rossell uses those pillars along with her background as a monetarist to delve further into current global economic news and trends including inflation, market corrections, tax law changes and how to interpret what is being done instead of what is being said in politics.
Wealth management
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Author(s):

Marci Rossell

Overland Park, USA

Aurora L. Tancock, CFP, FLMI

Secretary