Best for general audiences
Making the complicated simple.
Even though numbers are a universal language, like many languages, for some, numbers are not easily grasped. However, in the industry of finance, it is the language we speak. Alphas, betas and R squared are terms thrown around with ease. Many of our clients, being more creative than analytical, are stymied by such conversations. They nod in agreement, as we explain our points of view in statistical detail, simply out of politeness.
What if we could learn to speak to them vs. at them. What if we could transpose the dialog from numbers to stories- is it possible that this could not only help our clients grasp the concepts we are trying to explain more easily, but help create a better connection to the advisor as well?
In this lively presentation, Mark shares stories that are both entertaining and thought provoking which advisors can easily use to help them make their point.
In this presentation, you will learn:
· How numbers got their shape; a fascinating story to help you “break-the-ice” early
· How we can use familiar stories, like the purchase of Manhattan and Van Gough’s, Sunflowers, to gain perspective on the stock market’s historical returns.
· How monetary policy was the actual backdrop to the classic novel, The Wonderful Wizard of OZ.
· How to talk, so your clients will listen and how to listen, so your clients will talk.