How Clients Interact With Financial Technology —A.U.M.™ LIVE

How Clients Interact With Financial Technology —A.U.M.™ LIVE

How important is your financial technology? Does it really make a difference to your clients? Should you be investing in additional apps and software? Find out in this informative A.U.M.™ episode brought to you by the FPA! Kalli talks with Emily Koochel, Ph.D., AFC®, CFT- I™, and Connor Sung from e-Money on their recent research on how technology transforms client outcomes. Learn how you can improve your clients' ratings of your firm in the following areas: motivation, communication, financial anxiety, trust, referrals, satisfaction, and loyalty.


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How do you measure success when it comes to your digital presence? You may be checking your likes, followers, and views, but how do you know if your numbers are on track to reach your business growth ...

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