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Emily Koochel

Senior Financial Planning Education Consultant at eMoney Advisor, LLC
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I am deeply committed to improving financial wellness through innovative research and learning. I lead our research initiatives on financial wellness and behavior change, and strive to enhance the client experience. I serve as a subject matter expert in the field of financial planning, reviewing and authoring peer-reviewed journal articles, book chapters, and contributing to public scholarship. Most recently serving as a co-author for the CFP Board's book, released as study material for the latest addition to the CFP® exam, The Psychology of Financial Planning.

Prior to my career in FinTech I served as an Assistant Professor teaching courses in personal financial planning. I contributed to the development of empirically designed financial curriculums, created formal rubrics for feedback and analysis of workshops and instruction, and designed financially informed Toolkits.

Additionally, I spent time working in the financial planning field. This experience provides me with the competency to engage in a broad range of financial topics and my ability to effectively connect and translate complex financial knowledge in a simplified manner.

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  • AI Agents: Transforming Financial Advisory with Caution
    Dr. Koochel highlights AI's potential in enhancing financial advisory through data analysis and insights. "AI boosts efficiency," but advisors remain essential, with 91% affirming client need. AI aids in administrative tasks, but human oversight is crucial to mitigate inaccuracies and security risks. Advisors must hone human-centric skills to stand out.
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  • By declaring what is important to us first, and by paying attention to our behavior, we can start to notice our progress towards success, identify the gaps, and determine when our behavior falls short of our ideals.

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