Financial Planning Report – too complicated!
We are living in a world where “complicated” sounds great than “simplicity”. As “complicated” contains big data, fancy graphs, unheard terms & jargons, multiple pages and finally a confused look on our face. What do I do now? On the other hand, when we have “simplicity”, usual remark… I can do it myself. 😉
I am referring to a customer’s “Financial Planning Report” or a “Wealth Management Report”.
Whether you have seen one or someone trying to show you one (sell)… believe me, it’s like reading a multi-page research report and finally you asking this question again, what do I do now?