许多理财顾问在演讲时喜欢故弄玄虚,以为这样会提高自己的地位,使客户觉得离了自己不行。可是,实际效果是这种方式不但不会对理财顾问有益,反而有害。顶级理财顾问的推销方式在于把事情简单化。他们往往运用简单的示例、趣闻轶事和寓言故事,既让每一位客户理解自己的观点,又让 Many financial advisors like to make tricks during their speeches, thinking that this will improve their position and make them feel that they can’t work for themselves. However, the actual effect is that this method is not only not beneficial to financial advisers, but harmful. The promotion of top financial advisors is to simplify things. They often use simple examples, anecdotes, and fables that allow each customer to understand their point of view.