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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eBook - Deepening Client Engagement Through a Focus on Financial Wellness

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

eMoney Communications Team March 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.

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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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

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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.