On Demand
How Combining Technology and Financial Psychology Transforms Client Outcomes
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
Speakers
Emily Koochel, PhD, AFC®, CFT-I™, BFA™
Manager, Financial Wellness
eMoney Advisor
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
