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De-Jargonizing Your Financial Communication
2023-07-25 • 2 minute read

The Key to Meaningful Client Relationships

As professionals, we revel in our industry knowledge and technical ability, often taking pride in our mastery over a plethora of financial terms. But have you ever paused to think about your client’s perception? Every industry has its jargon, and the financial sector is no exception with over 13,000 financial terms at its disposal. While these terminologies may demonstrate our competence, they often leave clients feeling overwhelmed and excluded.

Take a moment to consider this analogy. Imagine you’ve recently purchased an e-bike, a device you enjoy and appreciate for its convenience and adaptability...

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