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Heart of Advice

Insights and best practices for successful financial planning engagement
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Financial Planning

Financial planning is driven by a client’s personal and financial priorities. In this way, each plan is unique. Understanding basic and advanced planning techniques can help you deliver personalized plans to all your clients, regardless of where they are in their financial lifecycle, to help them achieve their most important goals in life.

advisor with pro bono planning clients

How to Start Pro Bono Financial Planning

There are countless people in the U.S. living paycheck to paycheck, becoming overwhelmed with debt—or worse—whose lives could be completely… Read More

charitable giving strategies giving Tuesday

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and… Read More

Senior couple living their financial dreams

Translating Client Dreams to Planning Goals

When asked about your financial goals, do you have a ready answer? And if you do, how detailed is that… Read More

resources to navigate estate planning

Top Estate Planning Resources for Financial Planners

It turns out that nearly a third of Americans would rather do anything else than create a will.1 Even after… Read More

How Planning-led Are You? Take the Assessment!

Only 1 in 5 firms have completely digital onboarding. Take the assessment to see how your firm stacks up and learn ways to improve your discovery workflows.

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Financial advisor and client gathering financial facts

The Value of Interactive Financial Planning: Engaging Clients on What Matters Most

Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… Read More

estate planning disasters

3 Celebrity Estate Planning Slipups Clients Can Learn From

“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More

Estate planning for financial planners

10 Questions to Help Clients Navigate Estate Planning

Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More

On-demand Webinar: 5 Ways to Add Sizzle to Your Stress Tests

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Monte Carlo projections for retirement conversation

Monte Carlo Simulations for Retirement: Sparking Conversations that Matter

When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More

Understanding the Financial Challenges and Needs of the Mass Affluent Client

While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a… Read More

Lighthouse Fidelity Charitable

5 Smart Charitable Giving Strategies in Uncertain Times

Recent events have frayed the nerves of many investors. After a collective period of isolation and grief from the pandemic,… Read More

Many people today struggle with financial wellness

What Is Financial Wellness?

As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More

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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.