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.
Weekly Focus - March 5, 2025 - "Your Clients Have Different Levels of Financial Literacy"
Your clients’ understanding of complex concepts varies across a broad spectrum. The amount of critical information you expect your clients to absorb can be overwhelming for most—though they may not let on.
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