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.

financial therapist in practice

What Is a Financial Therapist?

Financial therapy sits at the intersection of financial advice and therapy, where its practitioners offer either financial guidance to address… Read More

Adopting Planning Teams to Maximize Efficiency and Win

You may wonder, ‘When did financial planning become a team sport?’ Well, by definition a team sport includes any activity… Read More

Monte Carlo By Age Confidence Age Discussion

Longevity Risk Analysis Makes Financial Plans More Personal

Longevity risk is an essential consideration in any financial plan. It impacts nearly every facet of the plan, and a… Read More

Webinar Replay: Incentive—Reaching Clients Through Financial Wellness in the Workplace

Standing out and reaching a population in need are top priorities for financial professionals today. Join eMoney as we explore… Read More

finding a niche for marketing

Improving Your Clients’ Lifecycle Journey: From Building the Plan to Retention and Referrals – Part 2

In any successful financial planning engagement, the relationship is constantly growing as the client’s life changes. Every client goes through… Read More

financial wellness

What Is Financial Wellness?

Feeling stressed about finances is an all too common human condition and it has a big impact on people’s lives. Read More

client financial journey

Improving Your Clients’ Lifecycle Journey: From Prospecting to Creating a Client Experience – Part 1

Financial planning is all about the relationship, and that relationship starts at the first touchpoint between you and a prospective… Read More

Webinar Replay: Advisor Panel—How to Approach the Client Journey in your Business

In part 1 of our 3-part webinar series, we discussed the benefits of financial planning and marketing and how they work together. Read More

the value of niche financial advice

Delivering More Value Through Niche Financial Advice

Financial professionals who develop niche expertise can protect their business, earn a pricing premium, and offer tremendous value to their… Read More

The Value of Giving Financial Professionals Their Choice of Technology

Home offices work hard at creating a successful environment for their financial professionals. Everything from the culture you create to… Read More

Newsletter

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

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.

REGISTER NOW

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.