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13: How to Identify and Assess Your Clients’ Financial Knowledge
Manage episode 217308482 series 1860640
Контент предоставлен The Brighthouse Financial Insights Panel. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Brighthouse Financial Insights Panel или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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.
31 эпизодов
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Manage episode 217308482 series 1860640
Контент предоставлен The Brighthouse Financial Insights Panel. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией The Brighthouse Financial Insights Panel или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
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.
31 эпизодов
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We're no longer publishing new episodes of this podcast, but check out our podcast Consider This, where we help you make sense of a major news story and what it means to you six days a week.
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…
continue reading
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…
continue reading
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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continue reading
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