Connor Sung on How eMoney Integrates Fintech and Financial Psychology Into a More Engaging Client Experience
Between Now and Success
English - December 19, 2023 20:09 - 52 minutes - 41.6 MB - ★★★★★ - 104 ratingsInvesting Business adviser business career coaching entrepreneur financialadvisor investing marketing small success Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Guest: Connor Sung, CFP®, Director, Financial Planning at eMoney Advisor.
In a Nutshell: It's been about seven months since I asked ChatGPT if I could retire without running out of money. Since then, the intersection of financial psychology and technology continues to advance rapidly -- not just in how advisors use AI, but in how they're improving their people skills and learning to meet clients and prospects where they are to deliver the advice that they need. These advancements on both the tech and human sides of financial advice are improving the client experience and coaching folks towards better financial outcomes.
On today's show, Connor Sung discusses how platforms like eMoney are evolving to support more nuanced and individualized planning conversations and redefining what "success" means for clients.