Should Your Client’s Financial Knowledge and Experience Drive Risk Strategy?

Monday, 02 March 2026

Advisors can enhance engagement by tailoring learning and product options to clients' sophistication. We found that broad factual knowledge alone, while useful in helping people conceptualize financial decisions, is less effective in helping them engage with the specific demands of financial decisions. While factors directly related to the cognitive and emotional aspects of financial decision-making are shown to have the greatest influence.

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