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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

Man checking accounts on phone smiling

Helping Clients Find a Deeper Meaning for Their Money

As a financial professional, would your clients be able to answer this question: What is your money for? Financial professionals… Read More

Woman engaging with advisor as financial coping resource

Financial Advisors Help Clients Cope During Times of Financial Stress

A sense of ambiguity about the future and financial stress is taking a toll on our clients’ mental, physical, and relational… Read More

Retiree attending an online webinar

Pro Tips for Using Client Education to Boost Financial Planning

A few years ago, I had a eureka moment that changed the way our firm approached client education. When we… 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
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Incorporating the Financial Planning Hierarchy of Needs to Achieve Holistic Financial Planning

As client expectations continue to evolve, there is an opportunity for financial planners to broaden and deepen their service offerings… 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 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

On-demand Webinar: 5 Ways to Add Sizzle to Your Stress Tests

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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

Viewing employee financial wellness on an app

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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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.