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Using Financial Empathy to Help All Clients Achieve Financial Well-being and Empowerment

Using Financial Empathy to Help All Clients Achieve Financial Well-being and Empowerment

425 315 FFP

RECORDED WEBINAR

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.

Presenters:

  • Timi Joy Jorgensen, PhD
  • Michael Thomas, PhD

Resources: