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12 Phrases That Alienate Clients (and 12 to Use Instead)

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Related: 15 Tactful Ways to Announce You Are an Advisor

Words are like toothpaste. Once out, it can’t go back into the tube. As a financial advisor, you know certain words can make a person more receptive and other words turn them off and create distance. You would never make some of these mistakes, but I’ve made many. Fortunately, I’ve lived to tell the tale. Let’s look at some pairings in the gallery above.

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