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What language does your advisor speak? Is it filled with jargon? It is difficult to make a decision when one cannot understand or relate to the information.
When advisors speak about dreams, goals, aspiration and current family situation, it is easier to relate, builds confidence and make investment decisions.
"What does money mean to you?" -- the language of money changes for each client based on their current life scenario. So investment decisions will vary from person to person.
Fully Agree with you..One should avoid Jargons ..Brilliant thoughts Ashish ji
Very good sir
Talk the language your clients understand! It will make your job more easier. Fully agreeing with you Mr Modani.
That was fantastic by Mr.Ashish. It is really important to use the language mode based on the person opposite you. It is also important to keep it simple. Allows the investor to understand and will make him more comfortable.
Brilliant Ashish..!! .. like always.. always refreshing listening to you.. thanks