Using Financial Empathy to Help All Clients Achieve Financial Well-being and Empowerment
Race, ethnicity, and gender play a significant role in how consumers interact with the financial services industry. This webinar explores financial well-being across a diverse set of identity groups and discusses the how financial planners can use financial empathy to empower individuals to improve their well-being.
- Timi Joy Jorgensen, PhD
- Michael Thomas, PhD