Episode 248 – Reasons for Advisors to Drop the Jargon and Start Using Sketches to Explain Financial Concepts –– With Carl Richards - a podcast by Matt Halloran and Kirk Lowe, TAM Hosts

Many advisors believe that if they aren’t using big words and acronyms with clients, then they aren’t proving their credibility. 





Today, Matt speaks with Carl Richards CFP®, Creator of the Behavior Gap and the Sketch Guy column, which has appeared weekly in The New York Times since 2010. Carl joins the show to encourage advisors to explain financial concepts to clients in the most simple way imaginable. He explains why using hand drawn sketches are an effective teaching tool that demonstrates your expertise.





In this episode, you will learn:  





Who in the financial industry uses Behavior Gap


The four most common uses of Behavior Gap for advisor marketing


Why sketches make financial concepts easy for people to understand


Why sketches actually demonstrate an advisor’s expertise


Reasons for advisors to stop using jargon and embrace simplicity instead


And more!





Tune in to learn about the power of using sketches to make complex financial concepts easy to understand.





Resources: 





Top Advisor Marketing | Behavior Gap  | Carl Richards on LinkedIn 





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