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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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.

Woman learns about her financial plan from a financial professional.

Financial Education’s Role in Financial Wellness – Part 2

Current events have brought to light the financial woes of Americans. Although the market experienced some volatility over the past… Read More

Getting an early start on financial education.

Financial Education’s Role in Financial Wellness – Part 1

Financial education—and the literacy gained from it—provides the foundation for achieving financial wellness. Without a fundamental financial education, it’s difficult to… Read More

Webinar Replay: The Impact of Financial Education and Literacy on Client Success–A Panel Discussion

Did you know that approximately $415 billion was lost in 2020 due to a lack of financial education?1 Watch our… Read More

Webinar Replay: Incentive—Reaching Clients Through Financial Wellness in the Workplace

Standing out and reaching a population in need are top priorities for financial professionals today. Join eMoney as we explore… Read More

financial wellness

What Is Financial Wellness?

Feeling stressed about finances is an all too common human condition and it has a big impact on people’s lives. Read More

financial wellness technology to elevate wellness programs

How Technology Elevates Financial Wellness Programs

For years people have used technology to perform basic money management tasks—like check account balances and pay bills. Introducing financial… Read More

eMoney financial wellness survey

eMoney 2020 Financial Wellness Survey Results: COVID-19 Increases Financial Stress

Financial professionals have a unique opportunity to implement financial wellness programs that positively impact people’s futures now more than ever… Read More

gamified financial wellness app

Why Financial Wellness Technology Needs Gamification

Stress over finances results in a host of negative impacts to overall well-being. Employers and financial professionals, through their access… Read More

retirement advisor engaging next generation

How Retirement Advisors Can Engage the Next Generation of Clients

It’s a challenge for retirement advisors to engage the next generation of clients. The law prohibits you from reaching out… Read More

financial advisor doing more than planning

More Than a Financial Professional: How to Be a Life Coach for Your Clients

“Studies show you can’t be successful in one area of life if you have issues in others,” said Deanna Laufer,… 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.