Finpsych Techniques Boost Holistic Financial Planning
The role of financial psychology in an individual’s overall well-being is increasingly being recognized by financial professionals. By incorporating financial… Read More
Webinar Replay: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze
• eMoney Communications Team • April 27, 2020
Updated on: February 9, 2021
Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs.
Watch the webinar below to hear from Connor Sung, CFP®, Manager of Financial Planning Practice Management at eMoney, and Matt Fritsch, Director of Channel Marketing at Riskalyze, as they discuss strategies for showing clients the value of staying invested in their financial plans.
In this session, you’ll also hear from René Nourse, CFP®, Founder and Managing Director of Urban Wealth Management, to learn how she uses integrated tools like eMoney and Riskalyze to put financial plans in perspective and help clients visualize the risk and potential volatility in their portfolio.
You may also be interested in...
Prepare Now for AI Use in Financial Planning
With the introduction of such generative artificial intelligence (AI) tools as ChatGPT, Gemini (previously Bard), and others, speculation about future… Read More
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
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