Arrow Icon
blog header pale blue image blog header abstract shape

Heart of Advice

Insights and best practices for successful financial planning engagement

left arrow Back to All Articles

Webinar Replay: Incentive—Reaching Clients Through Financial Wellness in the Workplace

eMoney Communications Team March 25, 2021

Updated on: August 25, 2021

Standing out and reaching a population in need are top priorities for financial professionals today.

Join eMoney as we explore our new financial wellness app, Incentive. The app helps retirement advisors and plan sponsors reach more people. Incentive uses both educational and gamified elements to get participants to engage with and improve their financial health.

During this session, we’ll show how Incentive can help financial professionals stand out to plan sponsors by creating engaging and trackable financial wellness programs. We’ll also discuss eMoney’s vision for Incentive and provide a demonstration showing all the app has to offer.

Image of eMoney Communications Team
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.

You may also be interested in...

Mature couple reviewing estate plan happily

Navigating Sensitive Conversations: How to Conduct Effective Estate Plan Reviews

With National Estate Planning Awareness Week around the corner, now is the perfect time for financial advisors to sharpen their… Read More

Couple in financial advisor meeting

How Financial Professionals Can Navigate Couples’ Relationship Dynamics

Financial professionals are often working with both partners in a relationship when delivering financial advice. Sometimes, this is no problem. Read More

Advisor in meeting with client using financial psychology

What Is Financial Psychology and How Can Financial Advisors Use It?

Financial psychology is becoming an increasingly popular and crucial practice in financial planning. Many financial planners now recognize the need… Read More

Incentive - New Financial Wellness App from eMoney

See how Incentive can help financial professionals stand out to plan sponsors by creating engaging and trackable financial wellness programs. Thursday, March 25 2:00 p.m. ET

LEARN MORE

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.