Every Tuesday, you will get an actionable piece of advice from Don Connelly, related blog posts on the topic, and what's new on the blog PLUS Don's "10 Great Analogies" in pdf format right away.
Putting Things in Terms That Clients Can Understand - (AskDON)
Some time ago, I got a call from an Advisor who said he had a ‘Don Connelly’ moment. A client had passed away and, after the requisite time had passed, the widow came to see the Advisor.
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