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Investment Advisors, Explain The Jargon

April 7, 2014
by Michelle Perry Higgins


Start Shopping for Long-Term-Care Insurance at 45Investment jargon does not “drive me crazy” because I am familiar with it and use it regularly. However, clients are not in the same boat and investment advisers can easily fall into the trap of overusing investment jargon that just confuses clients instead of clearly conveying the information embodied in the jargon. I always try to keep investment jargon to a minimum in client meetings. If I want or need to use it, however, it is up to me to make sure that the client understands what it means.

Investors should always communicate to their advisers if jargon is being used that they don’t understand.