October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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Heart of Advice

Insights and best practices for successful financial planning engagement
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eBook - Shifting Your Compensation Model: Making the Most of Your Planning Expertise

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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.

That Makes Cents Season 3 Episode 2

How Technology Supports Financial Literacy for Kids

As the Founder and Chief Education Officer of FinLit Tech, the latest episode of the eMoney original podcast That Makes Cents… Read More

That Makes Cents, Season 3, Episode 1

Understanding Financial Wellness and How to Achieve It

As the host of season three of the eMoney original podcast, That Makes Cents, I have the opportunity to talk… Read More

Promoting Diversity to Improve Financial Education

As part of our ongoing focus on financial wellness, I recently moderated a panel discussion with four financial professionals where… Read More

Young woman listens to podcast

That Makes Cents Season 3 Launch

We recently launched the third season of our original podcast “That Makes Cents.” This season’s listeners and viewers will gain… Read More

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 receives financial wellness advice from a financial professional

Building an Advice Relationship Based on Financial Wellness

It’s a sad reality that most people are not proactively managing their financial lives. They often only turn to a… Read More

Retirement Advisors Are Best Positioned to Fill Advice Gap for Millennials

Millennials—people born between roughly 1981 and 1996—are noted as the first recent generation to come along with diminished economic expectations.1 Additionally,… Read More

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

Talking about money with family

Talking About Money

Talking about money is difficult no matter who’s participating in the conversation, but it can be especially challenging when family… Read More

barriers to financial wellness

Helping Clients Overcome Barriers to Financial Wellness

The journey to financial wellness takes time and should be viewed as a process. The challenges and barriers encountered will… Read More

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2021 eMoney Summit: Planning with Purpose

Join us October 25-27 for a virtual conference as we explore how financial professionals who plan with purpose can deliver expertise and insight entirely unique to them.

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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.