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On Demand

How Combining Technology and Financial Psychology Transforms Client Outcomes


Speakers

Emily Koochel, PhD, AFC®, CFT-I™, BFA™

Manager, Financial Wellness

eMoney Advisor

Chris Mauriello

Chris Mauriello

Senior Financial ​Planning Practice Management Consultant

eMoney Advisor

Combining technology and financial psychology can elevate your planning practice. New research shows that while only 17% of advisors are doing this, these advisors are seeing drastically improved client outcomes in key areas like motivation, trust, loyalty, satisfaction, and number of referrals.

Watch now as we cover everything you need to know about incorporating fintech and finpsych into your financial planning practice. You’ll learn how to implement these actions with a detailed workflow and practical examples.

This on-demand webinar learning agenda includes:

  • 2024 eMoney research overview
  • Implementation of financial psychology actions
  • How the client portal unites fintech and finpsych
  • Getting clients hooked on their client portal for immediate engagement

*CFP Credits not applicable for viewing the recording

About eMoney

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
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