We are a left-brain industry talking to right-brain clients, and as a result, we are only occasionally clear and
rarely compelling in our conversations. We are often more comfortable with data, charts and graphs than with
analogy, metaphor and story. Clients often use the former to inform and justify their decisions but the latter to
actually make those decisions. In our view, you need to master both so you capture their heads and their hearts, enabling
them to not only understand your business model and recommendations but to also take the appropriate actions.
This material and any referenced CEO Advisor Institute programs are for illustrative, informational, educational and entertainment purposes. We make no guarantee that participation in any CEO Advisor Institute programs or utilization of any of their content will result in increased business for any financial advisor.
The opinions expressed are those of the author and are subject to change without notice. These opinions may differ from those of other Invesco professionals.
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