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.

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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Explore Our Categories

eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

READ NOW

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

Impact investing graphic

Impact Investing for Financial Planning Clients

Environmental, social, and governance (ESG) investing is quickly growing in popularity, and clients want more information about this type of… Read More

Lesbian couple reviews financial plan on a laptop

Using Financial Psychology for LGBTQ+ Inclusivity in Your Practice

Thanks to the legalization of same-sex marriage in 2015 and other more recent anti-discrimination protections, there are many ways that… Read More

Close examination of an insurance policy

What Financial Planners Need to Know About Working with Insurance Professionals

Because insurance is a commission-driven business, fee-based financial planners may hesitate when making referrals to insurance professionals until they feel… Read More

CE Webinar: The Rise of Impact Investing (1 CFP® CE Credit)

Impact investing strategies are surging as more investors seek to align their money with their values. Join eMoney and Fidelity Charitable Thursday, July 14 at 2:00 p.m. ET to learn all about the impact investing landscape and how to build your own impact strategy.

REGISTER NOW

The Role of Technology in Pro Bono Financial Planning

Financial advisors typically serve those of means. But in the wake of the disruption from the COVID-19 pandemic, the lower-… Read More

Having an open money conversation with clients

4 Ways to Make Clients More Comfortable Talking About Money

Every financial planning professional has their own version of onboarding, whether it’s a face-to-face consultation or gathering client information and… Read More

client segmentation graphs calculator

Client Segmentation for Financial Planners: Improving Efficiency, Profitability, and Client Satisfaction

Client segmentation divides clients into tiers, so financial planners can provide the services, engagement methods, time, and energy best suited… Read More

eBook - Planning with Purpose: Finding Fulfillment and Authenticity Through Financial Planning

READ NOW
Financial planner using counseling skills with client

3 Financial Counseling Skills for Financial Planners

Having a basic understanding of the psychology of financial planning can help you build open, trusting, and transparent relationships that… Read More

Prenup Agreement with financial planner assisting

Prenuptial Agreements and Financial Planning

As the scope of financial planning and advice continually expands, financial planners are likely to come across topics they may… Read More

Multi-generational family in front of family home

Financial Planning and Wellness for the Whole Family

Every client you work with has hopes and dreams for the financial lives they are building and how they can… Read More

Client Signing Financial Advisor Agreement

Establishing Client Responsibilities for a Successful Financial Plan

A financial planning relationship is a two-way street between the financial professional and the client. It’s true that you are… Read More

Newsletter

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

CE Webinar: The Rise of Impact Investing (1 CFP® CE Credit)

Impact investing strategies are surging as more investors seek to align their money with their values. Join eMoney and Fidelity Charitable Thursday, July 14 at 2:00 p.m. ET to learn all about the impact investing landscape and how to build your own impact strategy.

REGISTER NOW
1 2 3 4 5 6 7 8 9 17

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

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.