It’s important that you’re technical-enough to establish your professional bona-fides, but you must do so in a way that is informative, engaging and memorable.

The ability to simplify and unravel the mystery, jargon and complexity of your subject matter and to compress and distill it to its essence, is a hallmark of a great practitioner and teacher of the financial arts and services.

The four cornerstone concept will help you structure and organize your thoughts around any subject related to investing, wealth management and financial services.