Why Can Too Many Numbers Overwhelm Clients?

As an advisor, you have superior quantitative skills, but it’s easy to bewilder your clients with data. In this video clip, Reese Harper and Chad Jardine explain why numbers and financial data you think are obvious can look like Greek to your clients.

You know how difficult it is to get all the data needed to formulate good advice. So it’s crucial after all your planning efforts that you communicate those numbers clearly. On this episode of the Elementality podcast, Reese Harper and Chad Jardine explain how a thoughtful design can help you improve presentations to get those client “aha” moments. Find out why “a picture is still worth a thousand words.”

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