Recorded Webinar
Empathetic Engagement: Enhancing Your Pro Bono Financial Planning Practice
Resources
Presenters
- Sasha Grabenstetter, AFC®, BFA™ – Senior Financial Planning Consultant | eMoney
- Emily Koochel, Ph.D., AFC®, CFT™, BFA™ – Manager, Financial Wellness | eMoney
Description
Empathy-driven pro bono financial planning transforms underserved communities by providing more than financial advice. Advisors who integrate empathy deliver personalized support that addresses clients’ emotional needs, building trust and fostering open communication. Serving pro bono clients with empathy ensures they receive both financial guidance and emotional support, which is crucial for navigating complex financial decisions. This approach enables the creation of tailored solutions that resonate deeply with clients, enhancing both financial outcomes and overall well-being.
Learning Objectives
- Explore how empathy enhances client relationships and contributes to trust-building and open communication with underserved communities.
- Identify strategies for addressing both the financial and emotional needs of pro bono clients to foster personalized and impactful solutions.
- Assess how an empathetic approach improves financial outcomes and supports overall client well-being.
This webinar is sponsored by Fidelity Investments
