Creating Trust and Transparency in the Client Relationship

The January 2023 Financial Counseling call with AFCPE and FPA will be held on Thursday, January 19th at 12 pm ET.

Guest presenter Emily Koochel will be presenting, "Creating Trust and Transparency in the Client Relationship."

Transparency in financial planning is a powerful way to build client trust and engagement, arguably the foundation of a successful client relationship. Unfortunately, mistrust has been baked into consumers’ consciousness for some time, causing many to question if financial professionals have their best interest in mind, and leaving financial planners and counselors tasked with turning mistrust into understanding and action. Learn more about how to breakdown client barriers by facilitating financially transparent communication with Dr. Emily Koochel.

Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. Prior to her career in FinTech she served as an Assistant Professor teaching courses in personal financial planning and working in the financial planning field. Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on the impact of financial behaviors and financial backgrounds. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most notably, she served as a co-author for the CFP Board’s book - Client Psychology - and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist – I designation and is an Accredited Financial Counselor.

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