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Live Webinar - Monday, November 18 from 2:00 p.m. - 3:00 p.m. ET

Unlocking Better Client Outcomes with Digital Empowerment and Financial Psychology

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eMoney Advisor Logo

Speakers

maggie wilson

Margaret Wilson

Vice President, Technology & Platform Consulting

Fidelity Investments

Emily Koochel, PhD, AFC®, CFT-I™, BFA™

Manager, Financial Wellness

eMoney Advisor

While it’s understood that technology is a crucial element in financial planning, it’s a common misconception that applying technology is a one-and-done process. True digital empowerment requires a structured, ongoing approach to maximize the value of technology as firms evolve. Similarly, financial psychology has become an essential part of modern planning. However, many firms are still searching for ways to effectively weave it into the planning process, despite its proven effect on client outcomes.

Join our upcoming webinar with Fidelity, where we will delve into the intersection of digital empowerment and financial psychology. We will explore what we can learn from firms that embrace technology and financial psychology practices, and how these firms experience superior outcomes.

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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