Rebecca Jones looks at how advisers can get their message across effectively, whether in the boardroom or a living room
Financial advisers need presentation skills: whether speaking to a packed boardroom or to a single client, the ability to present information clearly and communicate effectively is an essential asset. For some, however, the phrase conjures negative images of the smooth-talking, pinstriped insurance salesman of old – ones most financial advisers would run a country mile from. Modern presentation Yet this aversion to ‘salesmen’ has, according to Brett Davidson, director of adviser consultancy FP Advance, created its own problems. "In the bad old days, all of the insurance people w...
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