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On Demand

Understanding the Impact of Data Visualization on Client Behavior


Speakers

Michael Thomas

Michael Thomas, PhD, AFC®

Financial Empathy & Compassion Specialist

University of Georgia

Sasha Grabenstetter

Sasha Grabenstetter, AFC®, BFA™

Senior Financial Planning Education Consultant

eMoney

Your clients are being inundated with information. Major alerts, breaking news, and micro distractions are ubiquitous in our everyday lives—and none of it is random. Clients are navigating systems that have been carefully designed to nudge and encourage their behavior for attention, time, and money.

Have you taken the time to consider the impact visual cues have on behavior and how you can create information that motivates optimal client behavior? This session explores data visualization’s effect on human behavior and how you can use it for good.

This session will help you:

  • Understand the science behind data visualization
  • Learn about data visualization techniques
  • Explore how to utilize effective data visualization in your practice

*CFP Credits not applicable for viewing recorded webinar

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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