43. This One Tool Changed How I Connect With Every Client with Emily Rassam

Emily Rassam has spent nearly two decades listening to people talk about their money, their fears, their dreams, and the hidden stories that shape their decisions. Over time, she began to notice something: the most transformative part of planning had nothing to do with the spreadsheets or the calculation, but with the moment someone felt understood. That moment changed their comfort, their clarity, and their willingness to move forward.In this conversation, Emily shares the path that shaped her as a planner, from thousands of early 401(k) conversations to building a fully virtual practice where tech creates more room for connection instead of replacing it. The best part? She opens up about the clients who have changed her, the conversations that stay with her, and why documenting emotional data is as essential as holdings and transactions to helping her business grow.Connect with us! Emily Rassam on LinkedInMarla Sofer on LinkedInKnomee