How Combining Technology and Financial

Psychology Transforms Client Outcomes

Combining technology and financial psychology can elevate your planning practice. New research shows that while only 17 percent of advisors are doing this, these advisors are seeing drastically improved client outcomes in key areas like motivation, trust, loyalty, satisfaction, and number of referrals.

Join this webinar where we’ll cover everything you need to know about incorporating Fintech and FinPsych into your financial planning practice. You’ll learn how to implement these actions with a detailed workflow and practical examples.

Emily Koochel, PhD, AFC®, CFT-I™, BFA™
Manager, Financial Wellness
Chris Mauriello
Financial Planning Practice Management Consultant