Bring clarity by explaining complicated topics

Learn
>
Bring clarity by explaining complicated topics

Aug 28 2023

Bring clarity by explaining complicated topics

Clients who are bored or confused, aren’t likely to buy. In providing an outstanding client experience, it’s more than how much you know; it’s how you say it. Just as it’s difficult to understand a doctor’s diagnosis and follow their treatment plan for you if they use a lot of jargon, clients also will struggle to follow your advice if you overwhelm them with jargon. Watch this video to understand how you can more effectively talk with your clients.

By Brian H. Ashe, CLU, Chee Hong Gan, ChFC, CLU, James E. Rogers, CLU, CFP, Jeremy Mark Wellington, Dip PFS, Dip CII

Topics Covered

Client service Communication techniques

Featured in this video

Brian H. Ashe, CLU

Palm Beach Gardens, Florida, USA
MDRT member since 1972
2000 MDRT President

Singapore
MDRT member since 2008

James E. Rogers, CLU, CFP

James E. Rogers, CLU, CFP, is a Top of the Table member and the 2008 MDRT President.

Jeremy Mark Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and education which ultimately helps their clients balance their lives and their assets.