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Blog + Articles

8 industry phrases advisers should lose

February 1, 2013 by Liz Skinner

Certain financial terms are better left to textbooks on economics and, quite frankly, should play no role in meetings with clients. There are better ways to express certain important money and investment concepts without mind-numbing jargon. Here are a few phrases that tend to go over the head of clients — or worse, send them into a deep sleep. Click here to read…

Originally Posted at InvestmentNews by Liz Skinner.

Categories: Industry Articles