Learn how to communicate efficiently with your clients on this new episode as our hosts Kim and Tammi discuss the different words and phrases that financial advisors tend to use and how you can learn you communicate better by taking into account the different levels of knowledge.

To learn more about the Prosperity Economics Movement

http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode

Show Notes

  • Phrases that might confuse clients – 1:09
  • Advisors do confuse clients – 1:20
  • Tammi shares how she used phrases that confused her clients – 1:51
  • The impact of certain words – 2:42
  • Words that Kim stopped using – 2:56
  • Using our cash value or borrowing our cash value? – 4:32
  • Not using the word borrowing – 5:10
  • The best place to store liquid cash – 5:56
  • Life insurance as an alternative to cash – 6:36
  • Stop comparing life insurance to investments – 7:25
  • Investments that fit the principles of prosperity – 8:17
  • How to use the words product and strategy – 9:13
  • A strategy and a product – 9:42
  • How to send the right message to our clients – 11:15
  • Life insurance and whole life insurance – 11:55
  • The level of knowledge – 13:08
  • Using the word or the noun bank – 14:17
  • How to use the word bank – 16:27
  • Nelson Nash’s philosophy – 17:20

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