Tuesday, January 19 at 2:00 p.m. ET Hear from Gregory Furer, CEO of Beratung Advisors, as he shares his method for building and presenting financial plans in a way that supports the type of client experience that helped Beratung grow their AUM by 500%.

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eBook - Power to the Plan: The (R)evolution of Financial Advice

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Celebrating Women in Financial Planning

eMoney Communications Team March 4, 2020

The eMoney Summit has become one of the premier events for women in financial planning. Women represented over 34 percent of financial professionals in attendance last year, and this number grows rapidly each year. (According to Cerulli’s U.S. Advisor Metrics 2019 report, women represent just 13.8% of financial advisors.1

With International Women’s Day approaching on March 8, we’re looking toward the future of financial advice, including how our industry is changing. As client demographics continue to shift and the industry’s focus moves from investment management to financial planning, so does the opportunity for women to grow and excel.

We know that a diverse perspective is essential to chart the future of our industry. We’re proud to have a multitude of incredible women in wealth and planning grace our Summit main stage over the years, including:

  • Abby Johnson, Chairman and Chief Executive Officer of FMR LLC
  • Jody Padar, CEO of New Vision CPA Group
  • Pamela Capalad, Founder of Brunch & Budget
  • Stephanie McElheny, President of Wealth Planning at Aspen Wealth Strategies
  • Amy Oguntala, Executive Vice President of Client Experience and Operations of JOYN Advisors, Inc
  • And many more

Empower yourself (or the women in your office) and help us raise the stakes with even greater representation at the eMoney Summit this year.

Join us at the 2020 eMoney Summit October 19-21 and help us continue to build the future of financial advice.

PS. We’re proud to nurture a culture that values diversity and inclusion, and we were ecstatic when our own Jess Liberi was recently recognized by ThinkAdvisor as one of the Top Women in Wealthtech 2020 and as one of InvestmentNews’ Woman to Watch!

1. Cerruli Associates – U.S. Advisor Metrics 2019, The Digitally-Empowered Advisor

About the Author

The eMoney Communications team is dedicated to helping users find the most efficient and impactful ways to plan for their clients, while striving to make basic and advanced financial planning accessible for all.

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Webinar - Do More Planning: Building the Plans

Catch part 3 in the webinar series as Greg Furer, CFP®,CRPC®, CEO of Beratung Advisors, shares how to build and present plans in the same way that brought his firm 500% AUM growth. Tuesday, January 19, 2021 from 2:00 – 3:00 p.m. ET

REGISTER NOW
Webinar - Do More Planning: Building the Plans

Catch part 3 in the webinar series as Greg Furer, CFP®,CRPC®, CEO of Beratung Advisors, shares how to build and present plans in the same way that brought his firm 500% AUM growth. Tuesday, January 19, 2021 from 2:00 – 3:00 p.m. ET

REGISTER NOW

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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.