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On Demand

Planning with Emotional Intelligence

Speakers

Sasha Grabenstetter

Sasha Grabenstetter, AFC®, BFA™

Senior Financial Planning Education Consultant

eMoney

Chris Mauriello

Chris Mauriello

Senior Financial ​Planning Practice Management Consultant

eMoney Advisor

Maintaining client engagement and commitment to their financial plans is crucial to your success as a financial advisor. One important strategy is honing your emotional intelligence skillset. Discover the transformative potential of emotional intelligence in fostering meaningful connections between planners and clients.

During this session, we delve into the intricate interplay between EI and holistic financial planning, backed by cutting-edge research and insights from eMoney. You’ll learn how emotional intelligence is defined, why it’s important, and how to apply those skills to holistic planning along with the use of technology.

This session will help you:

  • Build awareness of emotional intelligence in relation to financial planning
  • Discover how empathy and compassion can bring value to your clients
  • Use financial planning technology to create emotionally intelligent plans

*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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