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Heart of Advice

Insights and best practices for successful financial planning engagement

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.

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That Makes Cents, Season 3, Episode 1

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

Young woman listens to podcast

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

podcast studio for financial advisors

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

financial planning psychology meeting

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

Couple receives financial wellness advice from a financial professional

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

Young investor reviews financial plan on laptop

Where to Begin with Clients Who Are New to Planning

There’s a lot of advice online for people wondering whether they are ready to begin working with a financial planner. Read More

Financial advisor shakes hands with family

Connecting Marketing and Planning to Create a Sticky Client Journey

The client journey is the backbone of business development. If you want to convert prospects into clients and then keep… Read More

Talking about money with family

Talking About Money

Talking about money is difficult no matter who’s participating in the conversation, but it can be especially challenging when family… Read More

barriers to financial wellness

Helping Clients Overcome Barriers to Financial Wellness

The journey to financial wellness takes time and should be viewed as a process. The challenges and barriers encountered will… Read More

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