What Is Financial Psychology and How Can Financial Advisors Use It?
Financial psychology is becoming an increasingly popular and crucial practice in financial planning. Many financial planners now recognize the need… Read More
Webinar Replay: The Impact of Financial Education and Literacy on Client Success–A Panel Discussion
• eMoney Communications Team • April 2, 2021
Updated on: August 25, 2021
Did you know that approximately $415 billion was lost in 2020 due to a lack of financial education?1
Watch our recent webinar to hear from our panel of financial education and literacy experts as they discuss the importance of access to quality financial education as a key factor in achieving financial success.
During this webinar, you’ll learn strategies for sharing financial education across clients of all ages, backgrounds, and financial situations, and how eMoney can help you provide this much needed information.
*CE credit is not awarded for watching the webinar recording.
1 “Survey: Cost of Financial Illiteracy in 2020 .” National Financial Educators Council, 2021. https://www.financialeducatorscouncil.org/financial-illiteracy-costs/.
You may also be interested in...
Empowering Financial Wellness: How Client Portals Reduce Financial Anxiety and Transform Client Relationships
Feelings of financial insecurity have surged to an all-time high among Americans, with one-third (33 percent) reporting that they do… Read More
4 Tips for Advisors to Start Uncovering Client Values
A successful financial planning relationship depends on a planner’s ability to dive deep into a client’s core values. But when… Read More
eBook: The New Advisor Value Proposition
Download our latest eBook and learn how top advisors are combining Fintech and FinPsych for superior client outcomes.
Download Now