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Connections That Count: Innovation and Empathy in Financial Advice
Guest Expert: Dr. Emily Koochel, eMoney
Date:
Attendee's Excellent Rating: 82%
Webinar Replay Description

Dr. Emily Koochel led a webinar exploring how financial technology and psychology influence the future of financial advice.

Attendees Comments:

A few comments from listeners when they were asked what the learned from the webinar:

Cognitive empathy - thinking like someone else - the illustration provided was impactful and help understand the concept and how to use it with clients
- Jacqueline B.

Confirmed my conviction that empathy and soft skills are essential to a lasting relationship with a client.
- James O.

It validated my process and skills, Empathy and the relationships with my clients.
- Heather C.

missy@financia…

Fri, 03/07/2025 - 09:25

Comments
A few comments from listeners when they were asked what the learned from the webinar:

Cognitive empathy - thinking like someone else - the illustration provided was impactful and help understand the concept and how to use it with clients
- Jacqueline B.

Confirmed my conviction that empathy and soft skills are essential to a lasting relationship with a client.
- James O.

It validated my process and skills, Empathy and the relationships with my clients.
- Heather C.
Connections That Count: Innovation and Empathy in Financial Advice 02-07-2025