Скачать или смотреть Balancing Empathy and Technology in Financial Planning with Patti Brennan

Patti Brennan, CFP®, CFS, CEO of Key Financial Inc., has carved a remarkable path from her early career as a nurse to becoming a leader in the world of wealth management. Through her inspiring story, Patti demonstrates how her compassion-driven approach, honed during her nursing days, has profoundly shaped her financial planning firm. As a mother of four, she balanced building her business with raising a family, offering valuable insights into navigating work-life challenges faced by working moms. Her firm is known for its client-focused strategies, blending personalization, transparency, and technology to deliver tailored solutions that truly resonate with each individual. Patti’s philosophy rests on treating clients holistically, understanding not only their financial goals but also their emotional concerns—a perspective forged by her early experiences in healthcare. 

As the head of Key Financial Inc., Patti has embraced innovation to scale her services while maintaining the human touch. Above all, she believes the heart of great advice is addressing the deeper, often emotional concerns at the center of a client's life.

This episode kicks off eMoney's 25th anniversary celebration, learn more here: https://emoneyadvisor.com/celebrate-25

00:00:00 - 00:05:17 Intro
00:05:18 - 00:07:44 Balancing Emotional Support with Delivering Financial Expertise 
00:07:45 - 00:17:30 Learning to Build Trust Through Personalization
00:18:09 - 00:24:05 How Implementing the Right Technology Helps Firms Scale
00:25:00 - 00:28:27 On Staying Current with Emerging Technologies Such as AI
00:28:56 - 00:32:37 Navigating Early Career Stages as a Working Mother
00:49:52 - 00: 52:53 How to Give Great Advice