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
Insights and best practices for successful financial planning engagement
• eMoney Communications Team • March 25, 2021
Standing out and reaching a population in need are top priorities for financial professionals today.
Join eMoney as we explore our new financial wellness app, Incentive. The app helps retirement advisors and plan sponsors reach more people. Incentive uses both educational and gamified elements to get participants to engage with and improve their financial health.
During this session, we’ll show how Incentive can help financial professionals stand out to plan sponsors by creating engaging and trackable financial wellness programs. We’ll also discuss eMoney’s vision for Incentive and provide a demonstration showing all the app has to offer.
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See how Incentive can help financial professionals stand out to plan sponsors by creating engaging and trackable financial wellness programs. Thursday, March 25 2:00 p.m. ET
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