58. The Human Edge in Financial Planning: How Psychology Beats Numbers with Matt Goren

In this episode, I sit down with Matt Goren, a driving force behind the modern financial planning education movement. As Chief Strategy Officer at Danko Education and director of curriculum at the Global Financial Planning Institute, Matt helps shape how the next generation of advisors learns, thinks, and serves clients across borders. We explore how psychology and behavioral finance fit into hands-on planning, why Cross-Border financial planning is more important than ever, and what it takes to train planners who can truly understand clients, not just crunch numbers. We also talk about how AI is reshaping education and client relationships, and why the human connection remains the centerpiece of great financial advice.If you’re involved in training, advising, or building financial relationships across countries, this conversation will challenge you to think bigger about who you’re serving and how you teach it. Connect with us! Marla Sofer on LinkedInKnomeeMatt Goren on LinkedIn