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Language Of The Customer

LuntzGloballogo.pngTransamerica believes in putting customers first, even when it comes to the words we use. Transamerica has teamed with the firm of communications strategist Frank Luntz to look at how the financial industry communicates and what we could do better.

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Reader Mail: What Do Clients Value?

By: Catherine Tsai
Apr 25, 2016
This month, we tackled a question from one of our readers about what clients value.

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16 Phrases for 2016

By: Catherine Tsai
Mar 02, 2016
One phrase in particular from this list can help advisors set the tone for 2016.

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Fear, Finance, and the Family Advisor

By: Catherine Tsai
Jan 11, 2016
We all think about money from time to time. A financial advisor's job is to show how careful planning can help address any concerns.

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What We Learned About Clients in 2015

By: Catherine Tsai
Dec 22, 2015
As we wrap up another year, here's a look at some of the top insights from 2015 for financial advisors, based on Transamerica's research with Luntz Global.

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Say This, Not That, Part 2

By: Catherine Tsai
Nov 04, 2015
Some words work better than others when you're trying to get your ideas across to clients, communications strategist Frank Luntz would argue. See our list of words that might help you communicate more effectively.

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