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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. Demonstrating the timeline for retirement with the help of a carpenter's ruler can help clients process information and make decisions.

Click here to find more from the 2018 Annual Meeting

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