Using Technology to Tranform the Client Experience
Includes a Live Web Event on 12/13/2023 at 12:00 PM (MST)
Advisors understand the importance of adopting technology, especially as they look to provide an elevated and personalized planning experience. But how these technologies align with subjective client outcomes is relatively unknown. Join eMoney as they discuss their latest research on how financial planning technology is evolving the client-advisor relationship, providing meaningful outcomes on areas such as client motivation, trust, and, retention, and their strategy for continuing to provide innovative technology to meet both advisor and client needs.
- Discuss the value of enhancing the client experience by integrating the use of technology and human interaction.
- Learn about planning considerations and technology capabilities to provide key outcomes to clients.
- Provide financial professionals with guidance to help facilitate conversations with the use of technology and highlight the impact of technology
Emily Koochel, Ph.D., AFC®, CFT-I™
Sr. Financial Planning Education Consultant
Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on the impact of financial behaviors and financial backgrounds. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she served as a co-author for the CFP Board’s book - Client Psychology - and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist – I designation and is an Accredited Financial Counselor.
Joseph Buhrmann, CFP®, CLU®, ChFC®
Senior Financial Planning Consultant
Joe serves as a Senior Financial Planning Practice Management Consultant at eMoney Advisor. With more than three decades in the financial services industry, Joe aligns his know-how and passion to help firms of all sizes increase usage, adoption, and engagement through a modern financial planning experience. He leverages his expertise and supports internal departments across the enterprise, helping Communications, Marketing, Relationship Management, and Sales. Joe attended Illinois State University, where he received his bachelor’s degree in Applied Computer Science and his MBA.