Use a puzzle to provide clarity to clients!
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Use a puzzle to provide clarity to clients!

April 26, 2024

by Tony Vidler  CFP logo   CLU logo  ChFC logo

why take advice?How often do financial advisers struggle to explain to prospective clients, or audiences at large, what it is they do? Providing clarity so that clients do not struggle to understand the explanation must be the objective, surely?

This diagram pictured on the left is an excellent tool that works well (even with large audiences) to provide clarity and context to what a financial adviser does.  It is a “fun visual aid” that is interactive, gets attention and creates comprehension.  It gives clarity about what an adviser does for people.

The puzzle is simple enough: circle each number from 1 to 99 in order as quick as you can, and see how many you can get done in 30 seconds.

Like all great puzzles though there is a key to being able to race through it and do better than average, and in this quick video we explain the key and then how to use it to provide clarity to clients about what it is that a good financial adviser does for them.

…watch the video to learn more… 

You might also be interested in this related article:

How To Write A More Effective Client Report
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