A Cultural Approach to Improving Financial Education Through Planning
Life has been challenging over the last few years, but the global pandemic and social unrest in the U.S. have… Read More
Advisor Perspectives
In financial planning, the advisor-client relationship is transactional, yet deeply personal. In this way, the job of a financial advisor is unlike most others. Hear from your peers in practices large and small to learn about creative new ways of connecting with clients and growing planning practices.
The Culture of Money
The more we help people talk about money, the more we realize how differently we all feel about it and… Read More
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
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
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
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
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
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
eBook: Candid Conversations - Mastering the Art of Asking Questions
Download our latest eBook for a complete guide to asking questions that spark productive conversations.
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