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Heart of Advice

Insights and best practices for successful financial planning engagement
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Financial Psychology

Financial psychology deals with the complex relationship we all have with money. Financial planners who understand a client’s emotional connection to their money, and the way their relationship to money has developed over time, can deliver greater peace of mind through more impactful, personalized services.

Financial psychology in financial planning meeting

The Role of Financial Psychology in Financial Planning Today

As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More

Couple disagreeing about money

Conflict Resolution in Financial Planning

There’s no denying that couples argue about money. As a financial professional helping couples plan for the future, you have… Read More

Financial advisor assesses their money biases

Advisor Self Reflection Is Key to Understanding Money Biases

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More

gratitude and financial planning

3 Ways to Weave Gratitude into Your Financial Planning Practice

For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More

How Does Your Client Experience Stack Up? Take the Assessment!

Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!

TAKE THE ASSESSMENT
African American couple Meets with white financial advisor

Cultural Humility in Financial Planning

Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More

Nudging Financial Planning Clients in the Right Direction

You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More

Woman teaching about finance

Using Financial Psychology to Improve Financial Planning

It’s an exciting time to be a financial planner. The addition of the psychology of financial planning to the CFP®… Read More

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How to Talk About Lifestyle Creep with Clients

Understanding your clients’ wants and needs for their lifestyle is a critical part of delivering accurate financial guidance. Clients generally… Read More

Financial psychology in financial planning meeting

The Role of Financial Psychology in Financial Planning Today

As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More

The Experiences at the Root of How Couples Deal with Money

In every relationship, communication is key. But all too often, couples are not open with each other about their finances. Read More

Happy meeting with motivated clients

Moving Clients to Action with Motivational Interviewing

Gathering client data, creating a holistic plan, making recommendations—you think you’ve done everything necessary to set your clients up for… Read More

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How Does Your Client Experience Stack Up? Take the Assessment!

Only 26% of financial planners say their clients are highly engaged and motivated. Take this self-assessment to see how your client experience compares!

TAKE THE ASSESSMENT
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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.