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

Impact investing on the rise

Navigating the Rise of Impact Investing as an Advisor

Impact investing is one of the biggest growth areas of the wealth management landscape. Financial advisors, if you haven’t already… Read More

How Financial Advisors Should Approach Succession Planning

Succession planning is likely something you discuss with your clients, but perhaps not top of mind in your everyday. However,… Read More

Financial psychology in financial planning meeting

The Role of Financial Psychology in Financial Planning Today

As the scope of financial advice continues to expand into more areas of clients’ lives, financial psychology plays an increasingly… Read More

Financial planner personal branding

Building a Personal Brand: 4 Tips from Financial Planners

If you haven’t paid much attention to your personal brand lately, it’s time to change that. A 2022 study showed that 74… Read More

The Experiences at the Root of How Couples Deal with Money

In every relationship, communication is key. But all too often, couples are not open with each other about their finances. Read More

Business woman in a meditating pose (1)

Physical, Mental, and Financial Health: How Do All Three Contribute to Wellness?

One of the ways Merriam-Webster defines the word cycle is a course or series of events or operations that recur regularly and… Read More

holistic planning meeting

The State of Holistic Financial Planning: The Effort and the Result

Holistic financial planning is a method of financial planning that accounts for a client’s entire life circumstances, not just their… Read More

Happy meeting with motivated clients

Moving Clients to Action with Motivational Interviewing

Gathering client data, creating a holistic plan, making recommendations—you think you’ve done everything necessary to set your clients up for… Read More

Financial Advisor Training: Prepping the Next Generation of Planners

As the offering of investment services without financial planning becomes scarcer, those looking to build their financial advisor training curriculum… Read More

Employees engaged and asking questions during benefits presentation

Financial Wellness Benefits Engagement: Designing a Program for Higher Participation

A recent survey conducted by eMoney asked employers who already offer or plan to offer employee financial wellness benefits about… 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.