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Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel

EPISODE · Jan 31, 2024 · 44 MIN

Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel

from AFO|Wealth Management Forward · host For Entrepreneurs, Financial Advisors and Accountants

In this episode, Rory and Julie speak with Dr. Emily Koochel, the Head of Financial Wellness at eMoney. Listen as they discuss how to help clients use intrinsic motivation to increase the likelihood of success in reaching their goals. Discover ways to use solution-focused therapy to help clients identify their strengths andovercome new challenges. Learn more about eMoney's latest study on financial psychology actions and the top 5 most impactful for clients. Find out about the latest in the evolving world of financial planning and psychology with tips on increasing client engagement and well-being. Curious about how to initiate meaningful financial wellness conversations? Interested in understanding the link between personal well-being and financial health? Tune in for enlightening insights with Financial Psychology Thought Leader Dr. Emily Koochel!

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Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel

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