Emily Koochel, head of financial wellness programs at eMoney Advisor, presents research during the 2023 eMoney Summit. New research from eMoney Advisor suggests that when it comes to chasing down ...

The way your team is aligned, motivated and supported shows up in every client interaction. Here are a few patterns we’re ...

Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

FPA President James Lee; Emily Koochel, head of financial wellness programs at eMoney Advisor; and Linda Sikora, marketing research manager at eMoney Advisor speak during the 2023 FPA Annual ...

Goal-setting increases therapeutic engagement, reinforces collaboration, and creates some structure for therapy. Initial therapy goals do not need to be specific; usually, broad goals are enough to ...

Research has revealed that clients’ motivation to act is strongest at the start of the new tax year, with 34 per cent planning to open or top up an Isa. That was according to research for adviser ...

In personal training, combining exercise science with strategies that inspire and connect with clients is key to both results and loyalty. Evidence-informed program design, motivational techniques, ...