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Working on your public speaking skills will enhance your career.
Sometimes a simple yet engaging prop can help you illustrate important points more effectively than words. See which visuals advisors have used successfully in their client meetings. Use the feedback box to tell us what tools you've employed with clients and prospects.
Botched or boring visuals can take the oomph out of even the most informative presentation. Here are the 10 most common mistakes advisors make when using visual aids—and how to avoid them.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025