How to Identify and Assess Your Clients’ Financial Knowledge

The amount of financial knowledge that clients possess will inform how you build their financial plans and help them achieve their goals. Listen to the Insights Panel speak about where clients get their knowledge from and how you can help them grow their financial capabilities. Speaking to us in this episode are Dan Goldstein, behavioral economist and principal researcher at Microsoft Research, and Matt Oechsli, advisor champion and CEO of The Oechsli Institute.