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Ian McKenna: Technology and psychologyâ€™s magic formula

My favourite session explored how merging technology and financial psychology can personalise advice and address financial anxiety and stress, thereby improving client satisfaction.

United kingdom generalUnited kingdomUnited statesMarla soferH adam holtEmily koochelKristy archuletaJp morgan chaseUniversity of georgiaInstitute of financial therapyFinancial therapyDeirdre van nest

Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance

Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance
tmcnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from tmcnet.com Daily Mail and Mail on Sunday newspapers.

Lindsay troxellBrendan frazierIan mckennaKelly waltrichMary carlsonHannah mooreCary carbonaroAmy mullenJulie johnsonLaura latouretteAndrew hatherlyClayton quammeKendra wrightRoss marinoCarolyn mooreSarah newcomb

Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance

Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance
streetinsider.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from streetinsider.com Daily Mail and Mail on Sunday newspapers.

Roger whitneyLee robertsonSusan bradleyAshley quammeSarah fallawGreg wilnauMichael kothakotaMarla soferBrian portnoyJane mephamStephanie boganCarol lee robertsJustin castelliEdward coambsEmily rassamDan haylett

Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance

Advisor2x Launches Second-Annual SHIFT Conference Focused on the Impact of Human First Financial Guidance
itbusinessnet.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from itbusinessnet.com Daily Mail and Mail on Sunday newspapers.

Ross marinoDanika waddellSheryl hickersonSarah fallawMarla soferJustin castelliAmy mullenIan mckennaBrian portnoyHannah mooreKelly waltrichClayton quammeCarol lee robertsJane mephamKristy archuletaSarah newcomb