The Human Side of Money 114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel
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:
- Satisfaction
- Loyalty
- Referrals
- Trust
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:
- Using technology to create a “feel good” moment
- How to work with couples that have financial secrets
- Why 6 of 10 clients say their advice isn’t personalized
- The technology features that lead to higher client engagement
- The 5 financial psychology actions that create better client outcomes
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.
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