Communicating with customers about their finances is key to helping them understand what they have and, just as importantly, what they can do with their money to improve their lot.
But there is a danger in communicating with customers who have little or no financial savvy, in that they could be tempted to make a decision about their financial affairs without knowing all the facts.
No matter which area of your personal finances you look at, making a snap decision based on one piece of information has a real chance of impacting in another area that you simply had not expected.For […]
Full Post at www.ftadviser.com