The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
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The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
Balancing Empathy and Technology in Financial Planning with Patti Brennan
Heart of Advice Podcast, Presented by eMoney
55 minutes 2 seconds
5 months ago
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
Heart of Advice Podcast, Presented by eMoney
The Heart of Advice Podcast, presented by eMoney, features insights into financial advisor success designed to help you take your financial planning practice to the next level. In each episode, we’ll invite financial professionals to discuss what’s at the heart of it all: The advisor-client relationship—which is transactional, yet deeply personal.
The Heart of Advice Podcast is produced by eMoney, a leading provider of technology solutions and services that help people talk about money. Learn more at emoneyadvisor.com, where you can find additional resources for advisor success, including the Heart of Advice blog, eBooks, CE webinars, and more.
