Client Communication Tips from Matt Abrahams

The Bucket Plan® On-Demand Podcast

Client Communication Tips From Matt Abrahams

In This Episode

About the episode:

Financial planning can become quite complex, and many advisors are guilty of using a lot of jargon and industry language that doesn’t translate clearly to clients.

Effective communication requires you to make connections with your clients and clearly convey the value you have to offer them.

Host Dave Alison, CFP®, EA, BPC, President and Founding Partner at C2P, and renowned communication educator and author, Matt Abrahams sit down to discuss the pivotal role that effective communication plays in the world of financial advising and how to sharpen your communication skills as a financial advisor.

Key Takeaways:

·        The Importance of Effective Communication: Guests stress the critical nature of clear and compelling communication in the financial advisory field. They discuss how inadequate communication can adversely impact your business and client relationships.

·        Simplifying Financial Concepts: Just as the Bucket Plan® process simplifies financial planning for clients, Abraham shares valuable insights on translating complex financial concepts into easily understandable terms. This skill is essential for advisors looking to connect with their clients on a deeper level.

·        The “What, So What, Now What” Framework: Matt introduces the “What, So What, Now What” communication structure, a powerful tool to enhance communication skills. This framework aids in structuring conversations, ensuring relevance, and fostering meaningful client connections.

Learn how to make meaningful connections, streamline your communication, and set yourself apart in the world of financial advising. Tune in to this episode for actionable communication tips that will enhance your advisory practice.


·        Think Faster Talk Smarter: How to Speak Successfully When You’re Put on the Spot  (2023) Book

·        Speaking Up Without Freaking Out: 50 Techniques for Confident, Calm, and Competent Presenting (3rd edition) (2016) Book

·        Think Fast Talk Smart, the podcast

·        NoFreakingSpeaking.com

Client communication Matt Abrahams Bucket Plan

About the guest:

Matt Abrahams, a distinguished authority in communication, boasts extensive experience as an educator, author, podcast luminary, and mentor. He serves as a revered Lecturer in Organizational Behavior at Stanford University’s Graduate School of Business, where he conducts acclaimed courses on strategic communication and virtual presentation mastery. His excellence in teaching was acknowledged with Stanford GSB’s Alumni Teaching Award, a testament to his global influence on students.

Beyond academia, Matt is an esteemed keynote speaker and communication expert, founding TFTS Communications LLC, a Silicon Valley-based firm dedicated to refining presentation and communication skills. Matt’s popular online talks garner millions of views, and he hosts the acclaimed, award-winning podcast Think Fast, Talk Smart The Podcast, while curating NoFreakingSpeaking.com.


Matt Abrahams is also known for his research contributions in strategic communication, cognitive planning, persuasion, and interpersonal communication. His pioneering software provides instant, precise feedback to presenters. He is an active member of the Management Communication Association, receiving a “Rising Star” accolade, as well as the National and Western States Communication Associations.