Live Webinar - Thursday, May 7, 2026 from 2:00 - 3:00 p.m. ET
Embracing Innovation and Empathy (1 CFP® CE Credit)
The future of financial planning is dynamic, inclusive, and technology-enhanced—but it remains undeniably human. This session explores how advisors can pair innovation with empathy and emotional intelligence to create meaningful client experiences. We’ll examine why collaborative digital experiences matter, how technology enables scale and personalization within the planning process, and why emotional connection remains critical for trust and loyalty.
Attendees will leave with actionable strategies to integrate empathy-driven communication and collaborative planning into their next client meeting, improving client outcomes and your practice’s impact.
Speakers
Chris Mauriello
Senior Financial Planning Practice Management Consultant
eMoney
The future of financial planning is dynamic, inclusive, and technology-enhanced—but it remains undeniably human. This session explores how advisors can pair innovation with empathy and emotional intelligence to create meaningful client experiences. We’ll examine why collaborative digital experiences matter, how technology enables scale and personalization within the planning process, and why emotional connection remains critical for trust and loyalty.
Attendees will leave with actionable strategies to integrate empathy-driven communication and collaborative planning into their next client meeting, improving client outcomes and your practice’s impact.
About eMoney
