The Next Era in Financial Planning: Key Insights on AI, Talent, and the Future of Advice
As financial planning enters a new era, advisors face both unprecedented opportunity and growing complexity. Challenges like fee compression and talent shortages are colliding with rising client demands for more personalized, empathetic, and tech-enabled experiences. How can you stay ahead of the curve and build a practice that thrives in the future?
Join this webcast to explore key findings from eMoney’s 25th Anniversary Summit research, revealing how the industry has evolved, and where it’s headed next. We will dive into the rise of holistic planning and behavioral finance, to the transformative potential of artificial intelligence. You’ll learn how to leverage technology to scale your impact, deepen client relationships, and deliver planning that’s both data-driven and deeply human.
In this session, you’ll discover:
- How AI is enhancing advisor productivity and enabling personalization at scale
- Why behavioral finance is becoming central to client engagement and retention
- Actionable strategies to attract and retain diverse advisor talent in a competitive market
- The evolving expectations of modern clients and how your firm can meet them
Whether you’re a seasoned advisor or a firm leader, this session will provide the actionable insights you need to navigate the future with confidence.
Speakers:
Emily Koochel, Ph.D., AFC®, CFT™, BFA™ | Manager, Financial Wellness | eMoney
Andrew Schnall | Assistant Vice President | 8 Acre Perspective
Linda Sikora | Manager, Market Research | eMoney
Register Now!
Can’t attend? Register here for an on-demand recording after the webcast.