In my humble opinion one of the main reasons your clients love you is because of the value that you provide. And you and I both know that value is created by educating and empowering your clients. 

When you can make complicated financial concepts easy to understand AND easy to remember… you will be priceless to your clients and they will… I repeat, they will refer you. 

So today I am sharing with you a tool to help you do just that. A resource for you to help you level up your client education by using visuals. 

I’m bringing in my brand new best friend (and triple threat) Dr. Ross Riskin to show you how to make a bigger and longer-lasting impact on your client education experience.

In today’s episode you’ll hear:

• How our clients’ brains process pictures versus words
• A major hack for simplifying complex concepts
• A ‘system’ to do visuals faster and more efficiently
• How to elevate ‘perceived’ and ‘actual’ levels of trust with your clients
• Why visual branding matters
• And…. how you can access your two free visuals!!!

Our conversation takes a few hard lefts and ends up in some really fun and interesting places. I know you are going to be very intrigued by what Dr. Ross and VisiWealth are creating for advisors. 

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Links from Today's Show:

Follow VisiWealth on my Favorite Social Platform, LinkedIn!

Check out VisiWealth.org to subscribe and find out more!

Go to the webpage for this episode to download your one free visual and to get the instructions on how to get your 2nd visual of choice!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

 

 

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!

Register for How to Prep for Full Financial Plan Updates in 10 Minutes (Without Sacrificing Quality!) - HERE!

Learn more about Asset-Map financial planning software HERE!

Learn more about our sponsor Beemo Automation HERE!

Learn more about the Group Coaching & Mastermind HERE!

Check out the Efficient Advisor YouTube Channel HERE!

Connect with Libby on LinkedIn HERE!

Successful businesses don’t get built alone. You need community! You need collaboration! Join us in The Efficient Advisor Community on Facebook.

Check out more FREE resources and our FREE video library at http://www.theefficientadvisor.com

Looking for all the resources from this episode? Check out this episode’s webpage for show notes, transcripts, downloads and more!