Podcast Episode Details
Back to Podcast Episodes
Words Matter
Do your clients need financial credentials to understand what you're saying because it's all industry jargon? And if you think that hitting a certain number of words per minute equals a great client meeting, you may want to adjust your goals. In today's episode, Jamie explains why what you say is so important, especially when responding to clients' questions about not outliving their income in retirement.
Published on 2 years, 6 months ago