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Ian McKenna: Technology and psychology’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 General , United Kingdom , United States , Marla Sofer , H Adam Holt , Emily Koochel , Kristy Archuleta , Jp Morgan Chase , University Of Georgia , Institute Of Financial Therapy , Financial Therapy , Deirdre 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 Troxell , Brendan Frazier , Ian Mckenna , Kelly Waltrich , Mary Carlson , Hannah Moore , Cary Carbonaro , Amy Mullen , Julie Johnson , Laura Latourette , Andrew Hatherly , Clayton Quamme , Kendra Wright , Ross Marino , Carolyn Moore , Sarah Newcomb , Deirdre Vannest , Michael Kothakota , Greg Wilnau , Sarah Fallaw , Brian Portnoy , Marla Sofer , Susan Bradley , Lee Robertson , Ashley Quamme , Roger Whitney ,

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 Whitney , Lee Robertson , Susan Bradley , Ashley Quamme , Sarah Fallaw , Greg Wilnau , Michael Kothakota , Marla Sofer , Brian Portnoy , Jane Mepham , Stephanie Bogan , Carol Lee Roberts , Justin Castelli , Edward Coambs , Emily Rassam , Dan Haylett , Saundra Davis , Zoe Meggert , Danika Waddell , Alan Moore , Kristy Archuleta , Sheryl Hickerson , Laura Latourette , Clayton Quamme , Andrew Hatherly , Lindsay Troxell ,

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 Marino , Danika Waddell , Sheryl Hickerson , Sarah Fallaw , Marla Sofer , Justin Castelli , Amy Mullen , Ian Mckenna , Brian Portnoy , Hannah Moore , Kelly Waltrich , Clayton Quamme , Carol Lee Roberts , Jane Mepham , Kristy Archuleta , Sarah Newcomb , Alan Moore , Greg Wilnau , Susan Bradley , Edward Coambs , Saundra Davis , Ashley Quamme , Julie Johnson , Carolyn Moore , Mary Carlson , Cary Carbonaro ,