eMoney Advisor

That's a wrap on #eMoneySummit24! ?? ?? Over 1,400 financial professionals joined us for an incredible three days of learning, networking, and collaboration. ? ???? Together we gained insights from industry leaders and engaged in hands-on breakout sessions, 1:1 coaching, roundtable discussions, and more. ? ?? A big thank you to our sponsors, presenters, and the fantastic eMoney team for making another unforgettable Summit experience. #financialplanning #financialplanningsoftware #fintech

???? We wrapped up another productive week at the AFCPE? Symposium with an informative breakout session, "Inside Out: Self-reflection for Financial Counselors," and chatted with our friends and colleagues about the latest financial planning updates. ?? Thank you to everyone who stopped by our booth. We can't wait to reconnect in 2025! AFCPE? (Association for Financial Counseling and Planning Education?) Emily Koochel, PhD, AFC?,CFT? | Sasha Grabenstetter, AFC?, BFA? #AFCPE2024 #ExperienceAFCPE #financialplanning

??Do you know how to help your clients master financial discipline? Support them in taking control of their finances through self-discovery, automation, and accountability. ???? Read more in our blog. https://bit.ly/3CESnv3 via Sasha Grabenstetter, AFC?, BFA? #financialplanningtips #financialplanning

?? The eMoney team had a wonderful experience connecting with industry leaders and peers at the Schwab Impact Conference. We also offered refreshing cocktails while discussing the latest updates in financial planning with conference attendees. Check out the highlights from the event here. ???? #financialplanning #SchwabImpact #financialplanningsoftware

?? Your clients’ retirement needs require a holistic approach that can be achieved by leveraging the power of technology to model the various scenarios that could impact their future. ???? Learn more about how to help your clients prepare for the challenges and opportunities that lie ahead in our latest blog. https://lnkd.in/eG5Qy5zc via Matt Rogers #retirement #financialplanning

#eMoneyProud! Some eMoney team members from the Boston area recently came together to volunteer at the Greater Boston Food Bank. ???? The team packed 10,000 pounds of food into 360 boxes, providing nearly two years' worth of meals for a family of four and making a meaningful impact in the fight against local food insecurity. ???? Check out the highlights from this volunteering event. #financialplanningsoftware #fintech #volunteersmakeadifference

?? Discover the transformative power of financial planning in our latest Heart of Advice Podcast with Erin Voisin, CFP?, EA, MS, CDFA?, ChFC?! ?? In this episode, you will learn how Erin is shaping the future of financial planning and advocating for the next generation. ???? Don’t miss it! Listen now at https://bit.ly/44E0T7j, Apple Podcasts, or Spotify. #Financialplanning #Podcast #nextgen

??At the #eMoneySummit24, Michael Kitces addressed a key challenge for growing advisory firms: balancing profitability with client tiers. As firms expand, lower-tier clients can become less profitable. Explore this Financial Advisor Magazine article for strategies to navigate this issue and achieve sustainable growth. https://bit.ly/3Cpddyo #financialplanning #advisoryfirms

?? Asking the right questions is key to building trust and creating the personalized experience your clients want. While this skill may not come naturally to everyone, the good news is that it can be learned. ???? Our latest eBook will help you hone your questioning technique. https://bit.ly/3AIsSbv #financialplanning

Financial Advisor Magazine covered Roben Farzad’s keynote address during #eMoneySummit24 where he shared insights on the lasting economic impact of pandemic-era policies and how U.S. consumers continue to feel the effects in their daily lives. ???? Read the full article here: https://bit.ly/3Z0isx5 #financialplanning