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.

eMoney Logo
Magnifying Glass Icon
Mobile Menu Icon Close Mobile Menu Icon
Arrow Icon

Heart of Advice

Insights and best practices for successful financial planning engagement
Learn more

Female financial advisor contemplating independence

Top Tips for Deciding Whether to Go Independent as a Financial Advisor

The pandemic led many to rethink where, how, and why they work—including financial professionals. If you’re among them and thinking… Read More

Employer reviews employee financial wellness data

Measuring the Success of Employee Financial Wellness Efforts

Before success can be measured, you need to determine what you are trying to achieve. This is true of anything—including… Read More

Monte Carlo projections for retirement conversation

Monte Carlo Simulations for Retirement: Sparking Conversations that Matter

When talking about retirement, financial planners may find themselves answering some of the same questions for many of their clients:… Read More

What Advisors Need to Know About Sustainable Investing

In 2020, my firm made the decision to go all in on sustainable investing. Sitting in my home office that… Read More

Lighthouse Fidelity Charitable

5 Smart Charitable Giving Strategies in Uncertain Times

Recent events have frayed the nerves of many investors. After a collective period of isolation and grief from the pandemic,… Read More

Nudging Financial Planning Clients in the Right Direction

You deliver a financial planning recommendation to a client—updating an outdated estate plan, for example—and months later you’re still waiting… Read More

Many people today struggle with financial wellness

What Is Financial Wellness?

As a financial professional, your understanding of the concept of financial wellness is critical to helping your clients achieve it. Read More

What Planning Analytics Do Advisory Firms Need and Why?

As digital customer interactions show no signs of slowing, the race to utilize business intelligence is on. This is especially… Read More

Viewing employee financial wellness on an app

Using Data to Optimize Employee Financial Wellness

Employers are increasingly interested in financial wellness programs—and the expertise retirement advisors have to offer. Combining that expertise with data provides… Read More

vivid picture of retirement goals

Bring Client Retirement Goals to Life in Vivid Color​

Setting goals for life after retirement can be difficult. Our goals and values change, the thought of retirement may be… Read More

Newsletter

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Sign up to have the most popular Heart of Advice posts delivered to your inbox monthly.

Heart of Advice by eMoney Advisors

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.