How not to scare clients with the wrong language

Write to express, not to impress

Perhaps people think that writing conversationally is dumbing down. This may have once been the case, but times have changed. We only have to look at the huge number of challenger banks who are using the tone of voice first made popular by Innocent Smoothies in the late 90s to see examples of how it can be done, and how popular this approach is with Millennials who are engaging with it wholeheartedly.

Innocent Smoothies pioneered a new tone of voice that sounded more like a friend than a distant, remote company. For example “This recipe is a bit special” sounds like someone who just made a new drink they’d love you to try rather than someone trying to sell you something.

Everyone and their dog has since followed suit, and admittedly it can sometimes grate (sometimes you just want to buy a salad without it speaking directly to you). But it doesn’t have to be done in exactly the same way; the concept is easier to follow if you think of yourself as being on a level with your client, rather than someone who is speaking down to them in order to impress.

 

For example, trying using these more conversational alternatives to formal words:

  • Whereby      Where
  • Require         Need
  • Sufficient      Enough
  • Assistance    Help
  • Per annum    Each Year
  • Imminently   Soon
  • Discuss         Talk

Adding ‘you’ can help even further:

  • A “For those who attended last year’s event”
  • B “If you attended last year”

And rather than dumbing down, the best part is that using such conversational alternatives can actually make you seem more impressive. A survey by psychologist Daniel Oppenheimer asked participants to read samples of text including graduate school applications, sociology dissertation abstracts and translations of a work of Descartes.

Some participants read the original versions, written in a jargon-filled style, while others were given edited versions, with the complex words swapped for simpler alternatives.

The psychologist asked the participants to rate the intelligence of the authors. Those who read the simplified versions rated the author as +10% cleverer than those who read the more complex, original text.

So now it’s clear – less jargon can even mean you impress more not less, while also making the process better for clients.

*Aviva, 2017

Photo of Faith Liversedge

About Faith Liversedge

Faith Liversedge is an experienced communicator with a wealth of knowledge and understanding of the adviser profession. She was Marketing Manager at Nucleus for 5 years, creating innovative and award-winning campaigns. Before that she worked for Standard Life, Prudential and Royal London. In 2017 she set up her own consultancy to help forward-thinking financial advisers and planners to become more profitable through websites, communications and other laser-focused marketing techniques.

Related Articles

Sign up to the IFA Newsletter

Name

Trending Articles


IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.

IFA Talk Podcast – listen to the latest episode

IFA Magazine
Privacy Overview

Our website uses cookies to enhance your experience and to help us understand how you interact with our site. Read our full Cookie Policy for more information.