Matt recently spoke at the University of Central Florida to students interested in pursuing a career in wealth management. One student asked him a prescient question: how did he learn how to talk with clients about money, especially the psychological side of the conversation? Matt's response wasn't about technical knowledge, or certifications and credentials. It was about, as Socrates says, knowing thyself.

In order to sit across the table from a client and help them navigate their complex feeling abouts money -- their hopes and goals, fears and anxieties -- you first need to understand how you respond to dealing with money, and complex life issues in general. Understanding your own predilections and responses to life challenges, to market turmoil, to changing circumstances and goals; this knowledge is key to understanding what others may be going through in their own, unique lives. Ultimately, money decisions are highly emotional decisions. Math is helpful, but rarely the deciding factor. A client needs to not only make sound financial decisions from a mathemetical perspective, but decisions that they feel confident about in the context of their own unique circumstances and personality.

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