Have you ever come up with the perfect analogy to describe a complicated topic in a way that’s easy to understand?
Here’s mine: Creating a financial plan for a client is a lot like putting together a jigsaw puzzle. What’s the most important part of the jigsaw puzzle? The picture on the puzzle box. In financial planning, once I get a clear picture of what you want your financial future to look like, I’ll know which puzzle pieces to pick up and exactly where to put them to make your plan a reality.
That's what this video is all about. Check it out. Do you have an analogy that you use to describe a complicated topic? Reply to let me know.
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