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Вміст надано The Brighthouse Financial Insights Panel. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The Brighthouse Financial Insights Panel або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Player FM - додаток Podcast
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12: Why advisors need to assess their clients' financial capability
Manage episode 214076017 series 1860640
Вміст надано The Brighthouse Financial Insights Panel. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The Brighthouse Financial Insights Panel або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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.
31 епізодів
Поширити
Manage episode 214076017 series 1860640
Вміст надано The Brighthouse Financial Insights Panel. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The Brighthouse Financial Insights Panel або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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.
31 епізодів
Усі епізоди
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Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.
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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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