Tag: Technology
Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)

Artificial Intelligence Opportunities and Challenges for 401(k) Advisors (Ep. 27)

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In recent years, you’ve probably heard about how Artificial Intelligence (AI) is taking over different industries – but it can’t fully replace human intelligence… can it?

In this episode, Rebecca Hourihan shares some of the exciting benefits and cautionary challenges of using AI-produced content. She talks about Chat GPT and how it can be a useful tool for financial advisors and ways to use it effectively in your practice. 

Rebecca discusses:

  • The ways AI has been revolutionizing business
  • How large language models work
  • A story about why large language models are never the most reliable source
  • Why certain professions are uncertain about this new development in technology
  • How Chat GPT and other AI models could be used to improve communication between 401(k) advisors and their clients
  • And more

Resources:

Connect With Rebecca Hourihan: 

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How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)

How Advisors Can Use Technology to Improve Financial Knowledge in the Workplace with Emily Koochel, Ph.D., AFC®, CFT-I™ (Ep. 24)

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Creating financial peace of mind is a lifelong goal. As a result, finding innovative ways to talk about money in the workplace is crucial because there has been a wave of employee resignations across many industries due to financial stress. 

In this episode, Rebecca Hourihan sits down with Dr. Emily Koochel, Senior Financial Planning Education Consultant at eMoney Advisor. Dr. Koochel is an experienced financial professional, academic and researcher. Prior to FinTech, she served as an assistant professor where she taught courses in personal financial planning and working in the financial planning field. 

Here, Dr. Koochel explains what financial well-being is and how it can help individuals have a positive relationship with money. 

Dr. Koochel discusses:

  • Why she transitioned from academia to the eMoney team
  • The concept of financial wellness and how it benefits employees, businesses, and retirement plan advisors
  • The high importance of financial education
  • What does eMoney do to help financial advisors
  • And more!

Resources:

Connect With Dr. Emily Koochel:

Connect With Rebecca Hourihan: 

About Our Guest:

Dr. Emily Koochel is an experienced financial professional, academic, and researcher. She currently serves as a leader for eMoney Advisor’s Financial Education and Wellness initiatives in her role as the Senior Financial Planning Education Consultant. 

Dr. Koochel’s PhD in Applied Family Science and Master’s in Financial Planning provide a multidisciplinary lens to inform her work where she focuses on understanding the effect of financial behaviors and financial decision-making on personal and financial wellness. She serves as a subject matter expert in the field, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. 

Most notably she served as a co-author for the CFP Board’s book The Psychology of Financial Planning and was awarded 2020 Outstanding Research Journal Article of the Year by the Association for Financial Counseling and Planning Education. She holds the Certified Financial Therapist I designation and is an Accredited Financial Counselor.

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