H.69 General principles of effective communication Flashcards

The practice of delivering messages in a straightforward and easily understandable manner to avoid confusion.

Communicating information in a brief and to-the-point manner without unnecessary details that could dilute the message.

Restating what the client has said in different words to confirm understanding and demonstrate active listening.

The way a speaker or writer expresses their attitude or emotions through word choice, style, and delivery.

The ability to deliver messages at appropriate moments to maximize effectiveness and receptivity.

Recognizing and validating a client’s thoughts or emotions to show understanding and support.

The ability to adjust communication style based on the client’s needs, personality, and level of financial literacy.

Providing a brief recap of a discussion to reinforce key points and ensure mutual understanding.

Intentionally pausing after speaking to allow clients time to process information and respond thoughtfully.

Using prompts, questions, and affirmations to actively involve the client in the conversation and decision-making process.