Why is it that so few financial professionals (including accountants, attorneys, financial planners, money managers and insurance people), give clear & simple recommendations to clients.

Most clients don't want to know which tax code allows something, or what a mid-cap stock fund is, or the difference between a revocable and an irrevocable trust.  Consider that most of your Potential Ideal Clients would prefer to simply have a competent advisor worthy of trust who will tell them simply & clearly what needs to be done. Simple straight-forward action items.

No lessons about insurance, or dollar cost averaging or tax strategies, but rather a concise and thorough information-gathering fact-finding conversation followed by simple clear action items.

Your meetings will be shorter and your clients will love you even more than they do right now (especially if you, as the financial team leader, insist that every financial professional in all of your clients' lives do the same).