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Heart of Advice

Insights and best practices for successful financial planning engagement
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Estate planning for financial planners

10 Questions to Help Clients Navigate Estate Planning

Estate planning: for financial planners, it’s complicated. If you’ve been wondering what estate planning questions to ask clients, you’re not… Read More

Financial advisor and client gathering financial facts

The Value of Interactive Financial Planning: Engaging Clients on What Matters Most

Financial professionals are forever searching for better ways to serve clients and grow their businesses. Our research shows that advisors who adopt… Read More

Understanding the Financial Challenges and Needs of the Mass Affluent Client

While many financial advisors focus their efforts on courting high-net-worth individuals to add to their client roster, there is a… Read More

Personalized wealth management gives clients peace of mind

What Personalized Financial Planning Really Means to Clients

There is a wide disconnect today in the wealth management industry when it comes to the personalization of financial plans. Read More

How Planning-led Are You? Take the Assessment!

Only 1 in 5 firms have completely digital onboarding. Take the assessment to see how your firm stacks up and learn ways to improve your discovery workflows.

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charitable giving strategies giving Tuesday

DAF Before QCD? A Charitable Giving Strategies Q&A with Dr. James

When it comes to charitable giving, cash is not king. If you have a client who’s making cash donations, and… Read More

Financial advisor assesses their money biases

Advisor Self Reflection Is Key to Understanding Money Biases

As a financial professional, how comfortable are you with being on the receiving end of financial advice? How comfortable would… Read More

Senior couple living their financial dreams

Translating Client Dreams to Planning Goals

When asked about your financial goals, do you have a ready answer? And if you do, how detailed is that… Read More

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

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resources to navigate estate planning

Top Estate Planning Resources for Financial Planners

It turns out that nearly a third of Americans would rather do anything else than create a will.1 Even after… Read More

gratitude and financial planning

3 Ways to Weave Gratitude into Your Financial Planning Practice

For investors, volatile markets often highlight an unfortunate quirk of the human brain: We fixate on the negative. Our tendency… Read More

estate planning disasters

3 Celebrity Estate Planning Slipups Clients Can Learn From

“It has been a long six years,” Prince’s lawyer L. Londell McMillan said in a 2022 hearing. That occasion marked… Read More

African American couple Meets with white financial advisor

Cultural Humility in Financial Planning

Amidst the increase in social unrest here and abroad, there’s a tenet of financial psychology that has become especially relevant… Read More

Couple enjoying retirement

Financial Planning for the Retirement Transition

Periods of our lives are often categorized into phases. As we move through life, change is inevitable, but that doesn’t… 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

Financial Planning Research papers

Financial Planning Research Roundup: October 2022

In this month’s research roundup, we see cryptocurrency and environmental, social, and governance (ESG) investing are experiencing massive growth in… 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.