What provides tools and insights that might help you with financial planning for your clients?

Question

Quizplus · Accepted Answer

You should understand several things about each client in order to effectively gather information and recommend appropriate techniques for each client: attitudes, values, and biases. You should also understand behavioral finance. It is an important field that provides tools and insights you can use to gather information and communicate recommendations to your clients.

What Provides Tools and Insights That Might Help You with Financial