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
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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
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
Lessons Learned from Building a Revenue-generating Podcast
A few years ago, I launched my podcast Live a Life By Design and its associated blog. I started the podcast because… Read More
7 Email Marketing Tips for Financial Professionals
Email may be an older marketing method, but it can still be one of the most powerful tactics in your… Read More
44 Questions to Ask Clients to Understand Their Values
Understanding a client’s values is an essential step in building them a financial plan that will help them achieve their… Read More
Understanding the Marketing Technology Landscape for Financial Professionals
Marketing technology is taking over the financial services industry—and for good reason. According to an eMoney study, the top marketing… Read More
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
Financial Planning Research Roundup: May 2021
With vaccine deployment continuing at a steady pace across the globe, firms are setting their sights on what the next… Read More
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
