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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Fintech

Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.

Using Account Aggregation in Financial Planning to Grow Your Firm

Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client… Read More

All in the Family: Engaging the Next Generation of Investors

What do Charlie Sheen, Miley Cyrus, and Peyton and Eli Manning have in common? They all grew up in the… Read More

the heart of financial advice

Webinar Replay: The Heart of Advice

What makes a truly exceptional client experience? Learn how the industry’s future-ready and FlexGen AdvisorsSM are pushing boundaries, rethinking what is… Read More

10 Steps to Grow Your Business with an Engaging Website

What’s the most visited website in the U.S.? Facebook? (Everyone seems to use it.) Google? (How many times a day do you… Read More

Scaling Your Business: Come Together with the Appropriate Aggregator

As a small rock band was playing onstage, a 15-year-old boy arrived at St. Peter’s Church on his bicycle. He… Read More

6 Important Questions to Ask Your Tech Vendor

Your clients trust you with their private financial data, and you probably feel a responsibility to protect that data. But… Read More

Do You Have What HNW Clients Look For?

High-net-worth (HNW) clients don’t just fall into your lap. Although, how great would that be? HNW households in the U.S. Read More

life planning partners emoney case study

Life Planning Partners Elevates the Client Experience with eMoney (Case Study)

Life Planning Partners, Inc., (LPP) is a financial planning firm located in Jacksonville, Fla. that provides financial planning services for… Read More

Why Charitable Planning and Technology Go Hand-in-Hand

Did you know that a whopping 98% of high-net-worth clients give to charity annually? Turns out philanthropy is a huge… Read More

The DOL Preparedness Checklist

The new Department of Labor fiduciary ruling is one of the most transformative pieces of legislation to affect financial advisors… Read More

Newsletter

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

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

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

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.