October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.

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Heart of Advice

a new source of expert insights for
financial professionals.

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Tips specific to the eMoney platform can be found in
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Heart of Advice

Insights and best practices for successful financial planning engagement
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eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

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Advisor Perspectives

In financial planning, the advisor-client relationship is transactional, yet deeply personal. In this way, the job of a financial advisor is unlike most others. Hear from your peers in practices large and small to learn about creative new ways of connecting with clients and growing planning practices.

Managing money in a marriage

Helping Couples Manage Money in Marriage

My husband and I have differing opinions on insurance. Yes, we’re both multi-cultural and multi-racial. My dad showed me where… Read More

Woman preparing a budget

How to Embed the Three Pillars of Financial Wellness into Your Planning Process

Financial professionals have always played a role in improving their clients’ financial wellness by helping them plan for the future… Read More

That Makes Cents-Season 3, Episode 5

Financial Planning as a Workplace Benefit

For far too long, financial planning and wellness resources have only been available to people who are already wealthy. Technology… Read More

Puzzle with missing piece showing a dollar bill behind it

Financial Wellness: The Missing Piece to the Wealth Gap Puzzle

According to a study conducted by the American Psychological Association, over two-thirds of American adults feel inhibited by money stress,… Read More

That Makes Cents, Season 3, Episode 4

Exploring Financial Therapy to Master the Emotions of Money

We can’t delve very far into the subject of financial well-being, without exploring how money impacts our clients emotionally. And… Read More

Elevate Your Financial Planning Strategies

Growing a thriving financial planning practice doesn’t typically happen overnight. Marrying operational efficiency with the constantly shifting needs of clients… Read More

Building a Marketing Plan That Resonates with Your Niche

You​​​​ might have heard this famous marketing truism before: If you’re talking to everyone, then you’re talking to no one. This… Read More

Woman sitting at table using laptop computer

A Cultural Approach to Improving Financial Education Through Planning

Life has been challenging over the last few years, but the global pandemic and social unrest in the U.S. have… Read More

Podcast home screen featuring host Mac Gardner with guests Chloe Moore, Luis Rosa, and John Eing

The Culture of Money

The more we help people talk about money, the more we realize how differently we all feel about it and… Read More

Young woman checks financial information on tablet

Embracing the Financial Wellness Journey: Here’s Where to Start

For a long time, financial planning was viewed as a sprint—to retirement, to homeownership, to the greatest accumulation of wealth. Read More

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CE Webinar: Positive Prenuptial Agreements (1 CFP® CE Credit)

Prenuptial agreements are increasing in popularity, but couples still find these agreements difficult to talk about. Join us Thursday, June 2 at 2pm ET to learn how to navigate these agreements with clients.

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Heart of Advice by eMoney Advisors

Welcome to
Heart of Advice

a new source of expert insights for
financial professionals.

Get Started

Tips specific to the eMoney platform can be found in
the eMoney
application, under Help, eMoney Advisor Blog.