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

02/05/2024

The Human Side of Money

0:00

1:29:25

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 …

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

The Human Side of Money

D'autres épisodes de "The Human Side of Money"

125: Building A Screening Process To Identify Perfect-Fit Prospects Ready To Act with Dr. Meghaan Lurtz

124: A Step-By-Step Process For Conducting “Re-Discovery” Meetings With Long-Time Clients with Ben Haas

123: The Language of Loss: How to Communicate With Grieving Clients with Kathi Balasek

122: Implementing A “Family EOS” Approach To Create More Intentional Goals with Isaac Presley

121: A Playbook To Master The Human Side of Advice with Michael Kitces

120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke

119: A 3-Step Process for Crafting a Statement of Financial Purpose with Andy Baxley – Part II

118: A 3-Step Process For Crafting A Statement of Financial Purpose with Andy Baxley – Part I

117: Mastering The Art of Trust-Based Selling with Kerry Johnson

116: The Financial Advisor’s Guide To Love And Money with Sonya Lutter