Delve into the intricate fusion of financial psychology and cutting-edge technology in a recent episode of the Human Side of Money Podcast. In this episode, Combining Psychology With Technology To Transform Client Outcomes, Emily Koochel explores the impact of integrating psychological insights with technological tools.
Previous research had told us that personalization is important to both clients and advisors. There was no discrepancy there. However, when we look at what personalization meant, that’s where we saw some of the discrepancy.
If I can help somebody reduce those feelings of financial anxiety or stress, that’s quite personal.
Enjoy the insightful conversations and expert analysis into how leveraging financial psychology alongside technological advancements can impact client outcomes in the industry of financial advisory.