Karen King: Can you learn to unlearn?

Clients and jargon

clock • 4 min read

Advisers should use suitable language, terminology and visual props to deliver clear messages to clients and, writes Karen King, that means 'unlearning' speaking jargon

Jargon. Let's face it: we all use it and - generally speaking - we all need it. It is vital to help speed conversations up and, when we all understand what it means, it is a simple, shorter way of saying the same thing. But here is the problem. In financial services, clients - the very people who need to understand complex financial ideas the most - are arguably the last people jargon should really be aimed at. Jargon is fine at an inter-colleague level but ask yourself this: do everyday normal people really know the difference between, say, ‘alpha' and ‘beta' outcomes? When we commun...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Adviser tips

Partner insight: Client needs, investment process and principles: What comes first?

Partner insight: Client needs, investment process and principles: What comes first?

As advisers shift to a solutions-based approach, how can they ensure they continue to place customer needs first?

Ken Scott, head of investment solutions at Royal London
clock 03 September 2024 • 2 min read
Editor's view: A cause for celebration

Editor's view: A cause for celebration

The editor's Friday Night Takeaway from 19 July

Jen Frost
clock 19 July 2024 • 2 min read
Editor's View: A fond farewell and a thank you from me to you

Editor's View: A fond farewell and a thank you from me to you

The editor's Friday Night Takeaway from 12 July

Hope Coumbe
clock 12 July 2024 • 2 min read