On Demand
Key Insights into Becoming a Trusted Advisor
Building trust is essential to the foundation of a successful client relationship, and an invaluable asset. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question whether financial professionals have their best interests in mind, and leaving financial planners tasked with turning mistrust into understanding and action.
Watch now as eMoney’s Emily Koochel, PhD, AFC®, CFT-I™, BFA™, and Sasha Grabenstetter, AFC®, BFA™, discuss breaking down client barriers and how to expand your value as a financial planner.
This session will help you:
- Understand the importance of building trust in client relationships and how to demonstrate client security
- Identify client barriers to seeking financial planning services and the importance of communicating your value
- Learn techniques to address and facilitate client change
*CFP Credits not applicable for viewing recorded webinar
Speakers
Emily Koochel, PhD, AFC®, CFT-I™, BFA™
Manager, Financial Wellness
eMoney Advisor
Sasha Grabenstetter, AFC®, BFA™
Senior Financial Planning Education Consultant
eMoney
Building trust is essential to the foundation of a successful client relationship, and an invaluable asset. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question whether financial professionals have their best interests in mind, and leaving financial planners tasked with turning mistrust into understanding and action.
Watch now as eMoney’s Emily Koochel, PhD, AFC®, CFT-I™, BFA™, and Sasha Grabenstetter, AFC®, BFA™, discuss breaking down client barriers and how to expand your value as a financial planner.
This session will help you:
- Understand the importance of building trust in client relationships and how to demonstrate client security
- Identify client barriers to seeking financial planning services and the importance of communicating your value
- Learn techniques to address and facilitate client change
*CFP Credits not applicable for viewing recorded webinar
About eMoney
