About the author:
Brenna works on the Advicent Learning Development team to create user help materials for both clients and advisors. She loves helping others strengthen their communication skills through writing.
One methodology often used in software development is called “Scrum,” and it includes planning short durations of work, and then getting feedback from users and taking a retrospective approach as to what can be improved from the previous iteration.
Think about how you usually find prospects. Is it through referrals, digital marketing, print communication, or tradeshows? If you did not answer “yes” to all of these, you could be missing out on connecting with many potential prospects.
Communicating complex information to an audience with little prior knowledge is a daunting task. This is especially true when working with clients new to financial terminology and concepts in an industry filled with specific jargon.
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