Using Financial Psychology to Better Connect with Clients – Dr. Emily Koochel
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Rory Henry
Dr. Emily Koochel
Julie Johnson
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Arrowroot Family Office
emoney
XY Communication
Using Financial Psychology to Better Connect with Clients - Dr. Emily Koochel
In this episode, Rory and Julie speak with Emily Koochel, the head of financial wellness at e-money. Find out how you can infuse goals with intrinsic motivation to help clients improve upon the success of meeting their goals and how we can tie the behavior’s of today to the impact of tomorrow. Discover ways in which you can use solution focus therapy to help clients identify their strengths when faced with new challenges. Learn about eMoney’s latest study on financial psychology actions and the top 5 actions that were most impactful for clients. Listen as they discuss the dynamic nature of financial planning and the benefit of having an adaptable mindset. 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 from Emily Koochel!
