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Less jargon, more communication

H. Richard Dobson Jr., CFP

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Advisors know that it is essential to communicate in ways that clients understand. Storytelling and props can be an effective way of achieving this, and in this session Dobson explains how he has used these approaches to enhance his communication style. Sometimes demonstrating your points with the help of a ruler can go a long way toward helping clients process information and make decisions.
 

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