Unlocking Better Client Outcomes with Digital Empowerment and Financial Psychology

Description

While it’s understood that technology is a crucial element in financial planning, it’s a common misconception that applying technology is a one-and-done process. True digital empowerment requires a structured, ongoing approach to maximize the value of technology as firms evolve. Similarly, financial psychology has become an essential part of modern planning. However, many firms are still searching for ways to effectively weave it into the planning process, despite its proven effect on client outcomes.

Join our upcoming webinar with Fidelity, where we will delve into the intersection of digital empowerment and financial psychology. We will explore what we can learn from firms that embrace technology and financial psychology practices, and how these firms experience superior outcomes.

Speakers: Margaret Wilson, Vice President, Technology & Platform Consulting, Fidelity Investments; Emily Koochel, PhD, AFC®, CFT-I™, BFA™, Manager, Financial Wellness, eMoney Advisor.