Connections That Count: Innovation and Empathy in Financial Advice
Guest Expert: Dr. Emily Koochel, eMoney
Date:
Webinar Replay Description
Dr. Emily Koochel led a webinar exploring how financial technology and psychology influence the future of financial advice. The session covered strategies for enhancing advisor-client collaboration, building stronger relationships through empathy, and leveraging emotional insights to provide impactful, client-centered financial guidance.
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.
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
Attendees Comments:
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.