October 25 – 27 Join us online at the 2021 eMoney Summit from October 25 to 27 as we explore how to provide an authentic planning experience that’s as unique as each of your clients.

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Heart of Advice

Insights and best practices for successful financial planning engagement
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eBook - Building Your Client Experience: Why the Experience Matters and How You Can Create an Exceptional One

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gamified financial wellness app

Why Financial Wellness Technology Needs Gamification

Stress over finances results in a host of negative impacts to overall well-being. Employers and financial professionals, through their access… Read More

values based advice meeting with clients

How Increasing Financial Planning Automation Is Leading to More Values-based Advice

In 2020, InvestmentNews reported that advisors embraced tech tools in surges not seen before and financial planning has become the new growth… Read More

the buyer's digital journey

Understanding Your Prospects’ Buyer’s Journey

With remote work and social distancing at the forefront of our lives over the last year, we can all agree… Read More

gaining client trust in AI and big data

AI and Big Data: Solidifying Client Trust in Game-Changing Technology

It’s been said that data is the new oil of the digital economy. It’s true that data flows through all… Read More

Webinar Replay: Maximize Your Client’s Lifecycle Journey in 2021

In part 1 of a 3-part series, you’ll see how financial planning and marketing work together to grow your business,… Read More

advisor expanding the planning business model

How Financial Professionals Can Expand Their Business Models for Greater Growth

“Holistic financial planning” is a phrase you’ve likely heard frequently this year regarding the future of financial advice and what… Read More

virtual onboarding of planning clients

The Importance of Data Aggregation Tools in a Virtual Work Environment

The pandemic has propelled us into a virtual-first world, accelerating the need for firms to move to fully digitized operations. Read More

working together to build the foundation of a marketing strategy

How to Create the Foundation of Your Digital Marketing Efforts

Today’s financial planner faces multiple challenges in business development, especially when just getting started with digital marketing techniques. There are… Read More

Financial Planning Research

Financial Planning Research Roundup: December 2020

COVID-19 was an all-pervading force in the financial services industry in 2020, accelerating digital transformation and adoption in all aspects. Read More

creating marketing around digital content

Building a Digital Marketing Strategy Around Content

Current and prospective clients have a keen interest in educational content that helps them reach their financial goals, and they… Read More

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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.