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Show, Don't Tell: How to Boost Advisor Confidence Around Complex Topics
Expert Opinion May 30, 2024 at 02:47 PM
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What You Need To Know
- Images can help make complex topics more understandable for both clients and advisors.
- Tax, trust and estate planning are in high demand ahead of a likely reduction to the estate and gift tax exemption in 2026.
- In surveys of financial professionals who participated in webinars, we learned that illustrating planning concepts goes a long way toward closing the confidence gap.
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