12: Why advisors need to assess their clients' financial capability

The Brighthouse Financial Insights Panel

Taking the time to educate your clients can strengthen your relationship and communication with clients, but before you do that, you need to be aware of what they know and what they don't. Listen to the Insights Panel do a deep dive on how you can be a key part to clients growing their financial knowledge. Speaking to us on this podcast are J. Michael Collins, financial capability expert and professor at University of Wisconsin Madison, and Matt Oechsli, advisor champion and CEO of the Oechsli Institute.