6 mistakes advisers make when onboarding new clients
![It's better to speak in dollar terms than percentage terms with clients.
“If I explain that a portfolio can be down, say, 25%, clients may not get it,” said Deva Panambur, founder at Sarsi. Explaining in dollar terms is more clear, he said.](https://s32566.pcdn.co/wp-content/uploads/2019/10/FREE_111309998_PH_6_TPUHGQYFGMFH.jpg.optimal.jpg)
It's better to speak in dollar terms than percentage terms with clients.
“If I explain that a portfolio can be down, say, 25%, clients may not get it,” said Deva Panambur, founder at Sarsi. Explaining in dollar terms is more clear, he said.