The combination of financial psychology and technology has a multiplier effect on client outcomes.
Advisors who effectively integrate both into their practice see significantly higher levels of:
But, before you get these outcomes, you have to know how to effectively combine the two.
Fortunately, Emily Koochel pioneered this research and provides a roadmap for advisors to combine financial psychology with technology on the path to transforming their client outcomes.
You'll Learn:
The featured partner for this episode is Knudge, an automated system to help clients actually follow through on their tasks and reach their financial goals.
*For more resources discussed in this episode --> Go Here.
*To receive the monthly "Wisdom Round-Up" newsletter full of practical ways to apply the human side of advice --> Go Here.
*Follow Brendan for insights on mastering the human side of advice:
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