Richard Dobson Email & Phone Number

I am on a mission to de-complicate client communications with financial advisors, to that end I wrote the book "Make Simplicity Your Superpower, Communication Hacks Every Financial Advisor Should Know" with tips, techniques, and the right words to use (and some to avoid). Early in my career, I struggled to improve client outcomes. Success arrived after implementing a simplified communication strategy that I call "applied simplistics" These are ideas you can pick up, touch, hold, feel, and use to grow your business! Not only will clients have a better understanding of the "WHY" but they better understand the "HOW" as well! In my experience as a former FINRA Broker Dealer Chief Compliance Officer (CCO), I knew there were many examples of why we need clear and understandable conversations with clients. The memory triggers that result from using these time-tested communication "hacks" safeguard advisors and their firms from client misunderstandings- and that's good business!

Listed skills include Investments, Fixed Annuities, Retirement Planning, Portfolio Management, and 18 others.