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Heart of Advice

Insights and best practices for successful financial planning engagement
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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

Financial advisor introducing herself to an employer

Marketing Your Financial Wellness Expertise to Employers

During a recent conversation with a friend who is a corporate financial wellness strategist, we got to talking about how… Read More

Employer reviews employee financial wellness data

Measuring the Success of Employee Financial Wellness Efforts

Before success can be measured, you need to determine what you are trying to achieve. This is true of anything—including… 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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Using Data to Optimize Employee Financial Wellness

Employers are increasingly interested in financial wellness programs—and the expertise retirement advisors have to offer. Combining that expertise with data provides… Read More

Employee Benefits Committee Meeting

Defining the Retirement Advisor’s Role in Employee Financial Wellness

If you follow the employee benefits industry, then you’ve likely been reading a lot about how employers are upping their… Read More

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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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Finding the Financial Wellness Benefits Sweet Spot

When I teach my continuing education fiduciary governance course at the University of Chicago, one of the first questions I… 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

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Physical, Mental, and Financial Health: How Do All Three Contribute to Wellness?

One of the ways Merriam-Webster defines the word cycle is a course or series of events or operations that recur regularly and… 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.