The New Client Conversation: Financial Security and the Keys to Effective Decision-Making
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Conversations about retirement can be harder than we'd like because a combination of unspoken client emotions and values, unique personalities, and industry jargon often interfere with good communication and decision making.
- The importance of Financial Security and the role of emotions in decision-making Successful client conversations are more likely when we recognize
- That messages must be tailored to clients’ unique personality types
- Language must be clear and jargon-free
Michael Harris, CFP®, CLU, ChFC
Senior Educational Advisor
Alliance for LIfetime Income
Mike - CFP, CLU, ChFC, a senior education advisor for the Alliance for Lifetime Income, a nonprofit organization founded to help Americans address the risk of outliving their retirement income. For almost 30 years, he worked as a senior executive in the life insurance industry, collaborating closely with financial advisors, insurance agents, CPAs, attorneys and their clients to help design financial strategies and solutions for the “new” American retirement.
Founding Editor in Chief
Founding editor in chief of Horsesmouth (www.horsesmouth.com), a Manhattan-based company that creates educational programs on retirement planning, Social Security, Medicare, college planning, and cybersecurity for financial professionals.