I often get heckled for using too many analogies when communicating with people, but I have found that the most effective way for me to make a complex topic simple is to find a story, paint a proverbial picture, and compare it to the difficult concept. Read More | Comments
- Financial Education
-
March12th
-
November23rd
The 12 Days of Christmas
Posted in: Estate Planning, Fees, Financial Education, General Information, IRAs, Retirement Planning, Year End Planning
“On the first day of Christmas, my true love sent to meeeee….”Your true love may be sending you a partridge in a pear tree this holiday season, but this financial advisor is instead writing you a list of 12 things that every investor should have. Read More | Comments
-
July23rd
Put Me In Coach!
Posted in: Case Study, Clients, Financial Advisor, Financial Education
As you all know, I am an analogy person. In the investment business, we are charged with making complex topics simple, and analogies are the tool that I use to accomplish this task. Read More | Comments
