Customers who can’t do math

It’s important to learn math in school, or you may end up being mocked by the Huffington Post.

Read: Make financial literacy lessons fun

Readers in customer service gave Huff Post photos of receipts from clients who were either too lazy or incapable of adding a tip to their tab and calculating the total.

Check them out here.

Sometimes, it’s good to run through the basics. Make sure your new clients are comfortable with basic investment concepts.

Also read:

“Quirky” online videos can build client relationships

New money tool helps teens plan ahead

Staff

The staff of Advisor.ca have been covering news for financial advisors since 1998.