Five Analogies Financial Advisors Can and Should Use with Clients

Five Analogies Financial Advisors Can and Should Use with Clients

What we find very easy clients often find difficult to digest. Even when you think you’re getting across your points well clients can be baffled by your financial knowledge. To get across your ideas so that clients will understand, use analogies.

Advisors who use storytelling and analogies to convey strategies and concepts have a competitive advantage over those that don’t. Analogies help to paint a powerful mental picture that connects to a client’s emotions. Using vivid analogies also helps to leave a powerful impression once clients have left the office – both of you and of the message or takeaway.

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How to Get Your Point Across in Fewer Words

How to Get Your Point Across in Fewer Words

When you address clients and prospects, you are a techie talking to non-techies. There is always the threat that you will confuse your listener and we all know by now that people don’t buy what they don’t understand. Many are the Advisors who have talked themselves out of commitments.

One way to mitigate this danger is to get our message across in as few words as possible. Advisors who can do that gather a lot of assets.

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