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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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Financial Wellness

Financial wellness is a positive state of being resulting from a healthy relationship with money and the impact it has on other aspects of life. Financial professionals who understand the way finances are connected with physical, mental, spiritual, and relational health can have a greater impact by improving an individual’s overall wellbeing.

financial planning psychology meeting

Psychology for Planners: How to Engage with Clients’ Financial Behavior

Money is deeply personal—our financial behavior is intimately linked with the perceptions, ideas, attitudes and beliefs we’ve formed around money… Read More

Couple talking about their finances with advisor

Borrowing Techniques from Financial Therapy to Improve Client Outcomes

The CFP Board is adding a new category called “Psychology of Financial Planning” to the list of topics on which… Read More

Client talking to advisor about financial wellness

Your Clients Want to Talk About Financial Wellness

As a financial professional who studies and promotes financial wellness as a means to attain overall well-being, it comes as no surprise… Read More

Aligning Your Financial Planning Practice with Financial Therapy

Have you ever had a client who despite all efforts to implement your recommendations in their financial plan wasn’t sticking… Read More

Webinar | Exploring the Financial Advice Field: A Panel Discussion (1 CFP® CE Credit)

On Thursday, January 13, 2:00 p.m. ET, listen as a panel of experts discuss the expanding number of roles in the financial advice industry and offer guidance for understanding the training, education, and experience of each financial professional as we all look to better serve our clients.

REGISTER NOW
Advisor conducts virtual meeting with client

Can Technology Make Client Conversations More Human?

Technology has given people more ways to connect than ever before. In the financial services industry, it improves the customer… Read More

Students participating in financial education

A Brief History of Financial Literacy and Its Importance Today

Preparing for the future is what financial planning is all about. Helping clients achieve their goals and dreams is how… Read More

Financial Planner Having an Earnest Conversation with Client

The Role Client History Plays in Creating Strong Financial Planning Relationships

Growing up, everyone in my family changed their own motor oil. We’d purchase Quaker State—my dad’s preferred brand—and a few… Read More

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

READ NOW
Advisor planning for future business growth

The Financial Wellness Opportunity for Financial Professionals

In the spring of 2021 Fidelity conducted its annual Investor Insights Study which screened nearly 2,000 investors across a wide… Read More

Taking a Modular Approach to Financial Planning

Put yourself in your client’s shoes. You’ve just engaged a financial advisor—for the first time—and while the prospect of getting… Read More

Young woman experiencing a sense of well-being

When Is Financial Wellness Not Just About Finances?

Clients and financial professionals alike are often striving for the same thing—the achievement of financial wellness for the client. And… Read More

emotional intelligence in financial planning

The Value of Emotional Intelligence in Financial Planning Relationships

With the CFP Board implementing the new Psychology of Financial Planning Principle Financial knowledge topic, the financial services industry is… Read More

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Webinar | Exploring the Financial Advice Field: A Panel Discussion (1 CFP® CE Credit)

On Thursday, January 13, 2:00 p.m. ET, listen as a panel of experts discuss the expanding number of roles in the financial advice industry and offer guidance for understanding the training, education, and experience of each financial professional as we all look to better serve our clients.

REGISTER NOW
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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.