More consumers today are engaging in the planning process, monitoring their plans, and viewing their investments in real-time through client-facing technologies. But how these technologies align with subjective client outcomes is unknown. eMoney and the Financial Planning Association (FPA) conducted new research to learn how financial planning technology is evolving with the client-advisor relationships.
Learning Objectives:
Provide financial professionals with guidance to help facilitate conversations with the use of technology
Learn about planning considerations and technology capabilities to provide key insights to clients
Discuss the value of enhancing the client experience by balancing the use of technology and human interaction
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