Embracing the Financial Wellness Journey: Here’s Where to Start
For a long time, financial planning was viewed as a sprint—to retirement, to homeownership, to the greatest accumulation of wealth. Read More
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Bridging Generational Wealth with Smart Philanthropy
It’s not always easy to engage family members around the discussion of wealth, especially across multiple generations. This is due… Read More
How One Advisor Went Viral on Social Media
When it comes to marketing, you have to meet people where they are. Today, that means being on social media. Read More
Six Ways Financial Professionals Can Leverage Big Data to Make a Big(ger) Impact
It’s no secret: Behind every decision, purchase, and marketing program is a powerful data stream, and many times, some form… Read More
Yes, You Can Provide the Workplace Financial Wellness Benefits Your Employees Want
This article was originally published in the July 2021 issue of HR News, the magazine of the International Public Management Association… Read More
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
How to Build a Brand for Client and Prospect Engagement
Having command over your brand story can make all the difference when it comes to retaining clients and attracting new… Read More
Finding Your Value Proposition as a Financial Advisor
As firms move toward fee-based planning and continue to elevate their client experiences, their need to distinguish themselves from competitors… Read More
Creating Virtual Interactions with Clients and Prospects
Events are a valuable element of how advisors build relationships with clients. Whether it’s a meeting, an appreciation banquet, or… Read More
Financial Planning Research Roundup: June 2021
The wealth management industry was put to the test in 2020. The pandemic impacted operations in a way that could… Read More
