eMoney Advisor

?? Product Update Alert: Enhanced Needs Analysis! Effortlessly engage clients on what matters most to them with a targeted, goal-based solution—empowering them to make informed decisions without the need for extensive data. ?? New retirement, education, and spending goals now live! ???? Log in now to explore or schedule a demo today! ? https://lnkd.in/en2PawTX #productupdate #financialplanningsoftware #wealthmanagement

??Explore the importance of trust, effective communication, and technology-driven tools in improving your clients' financial planning experience. ????Click the link in our comments section to learn how to empower yourself and maximize your planner-client relationships. Connor Sung, CFP?, BFA? #financialplanning #fintech

??Struggling to help your clients follow through on their financial plans? ????We're unpacking practical strategies that will help you motivate clients to achieve their financial aspirations on our blog: https://bit.ly/4j3xoSn via Emily Koochel, PhD, AFC?,CFT? #financialplanningtips #wealthmanagement

??What does the future of banking look like? It will be more personalized, holistic, and driven by technology. ???? Check out this article to learn why banks are embracing planning technology to enhance client engagement, foster deeper relationships, and drive industry transformation through tech-powered innovations. https://bit.ly/42d4rxI via Monica Ruelas #financialplanning #enterprise #banking

??The newly enhanced Needs Analysis feature is a lightweight planning tool that fosters single-goal conversations between financial advisors and their clients and prospects. ????Read more in our latest press release: https://bit.ly/3QPLESL #financialplanningsoftware #wealthmanagement

??Transitions between socioeconomic classes can be challenging. In our upcoming webinar, Dr. Sonya Lutter will explore "Lands of Wealth," a concept coined by Dr. James Grubman to help you navigate cross-generational conversations about wealth and well-being. ???? Save the date and RSVP for your spot here: https://lnkd.in/eRxpEfWM Emily Koochel, PhD, AFC?,CFT? #financialplanningtips #wealthmanagement

Ready to shoot some hoops? ?? Don't miss the chance to showcase your basketball skills at the Eagle Strategies Wealth Summit. While you're at our booth, the eMoney team is ready to share our latest financial planning updates to help you meet your planning goals. ?? We look forward to seeing you there. #wealthmanagement #financialplanningsoftware

??Joe Buhrmann, a member of the eMoney financial planning group, wrote an article for InsuranceNewsNet about the importance of incorporating financial planning into insurance discussions. ???? Check it out: https://bit.ly/41Y2cwZ #financialplanning #insuranceplanning

??Creating a client-centric financial planning practice begins with personalization of the planning process. ???? Learn more in our latest blog: https://bit.ly/4inGlGo via Stephanie McElheny, CFP?, EA, CMSA?, ChSNC?, PFPS?, CFC? #financialplanningtips

??Engaging clients effectively is key to building strong relationships and delivering exceptional service. ????We are interested in knowing how you primarily connect with your clients. #financialplanning