Discover how financial technology and psychology are shaping the future of advice. Dr. Emily Koochel is the Manager of Financial Wellness at eMoney will lead this webinar that explores strategies to enhance collaboration, build stronger client relationships, and leverage empathy and emotional insights to deliver impactful, client-centered financial guidance.
Learning Objectives:
1. Learn about the role of financial psychology in financial planning engagements.
2. Explore how financial technology can improve collaboration between advisors and clients, fostering transparency and trust.
3. Discover strategies to strengthen relationships by integrating empathy and emotional awareness into your advisory approach.
4. Deliver personalized and impactful client-centered financial advice that drives better outcomes.
*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
