 Don’t say you’re “experienced.” Use the term “knowledgeable.”Why? Because someone can have been in the business a long time and still not know anything" |
10 financial phrases to ban — and what to say instead
Liz Skinner | InvestmentNews, December 2016
Read the article online >
Summary: Words advisers use to describe investments, markets and even themselves can put clients in the wrong frame of mind. For instance, many investors become furious when their savings are called a “nest egg,” said Gary DeMoss, director of Invesco Consulting, at a National Association of State Treasurers meeting in New Orleans on Thursday.
Be the first to comment on this Article
