114: Combining Psychology With Technology To Transform Client Outcomes with Emily Koochel

The Human Side of Money

内容由Brendan Frazier提供。所有播客内容（包括剧集、图形和播客描述）均由 Brendan Frazier 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品，您可以按照此处概述的流程进行操作https://zh.player.fm/legal。

19d ago 1:27:53

MP3•单集首页

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
Referrarls
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.

*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:

Twitter

118集单集

#Trading #Careers #Business #Brendan Frazier #Financialadvisor #Behaviorchange #Financialplanner #Financialplanning #Wealthmanagement #RIA #Investing