How can you help strengthen your clients’ financial portfolios through diversification? Assessing whether your clients’ portfolios have the right mix of investments, products, and categories can help ensure they’ll have the necessary protections in place to meet their needs in retirement. Speaking in this episode are members of our Insights Panel: Michelle Connolly, professor of economics at Duke University; Jay Mooreland, client behavior coach and author of “The Emotional Investor”; Mark Zinder, consultant and financial professional coach; Dan Goldstein, behavioral economist and principal researcher at Microsoft Research; and Erica Orange and Jared Weiner, futurists and trend consultants at The Future Hunters.