Financial Advisers Ditch ROI, NAV and QCD for Plain English
Advisers are scrapping acronyms like ROI, NAV and QCD as jargon erodes client trust. Belmont's Cliff Robb and CFP Matt Coursen explain how plain English wins business.
Topic
Topic
Advisers are scrapping acronyms like ROI, NAV and QCD as jargon erodes client trust. Belmont's Cliff Robb and CFP Matt Coursen explain how plain English wins business.