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: Discover How a Holistic Financial Planning Approach Can Transform Your Client Relationships

eMoney Communications Team July 14, 2020

holistic planning for client relationships
Updated on: August 16, 2021

Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a financial plan. Holistic financial planning can transform your client relationships.

Watch the webinar below to hear from Matt Schulte, Head of Financial Planning at eMoney, as he discusses how a well-integrated technology platform can position you to deliver financial advice and provide a truly holistic experience across your client’s entire life.

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...

Heart of Advice Podcast with guest James Werner

Helping Clients Make Better Decisions Through Value Alignment with James Werner

Episode Summary James Werner’s twenty-five-plus years in wealth management reflect not only deep expertise but also a genuine passion for… Read More

Heart-of-advice-advisor-univeristy-program

Supporting the Future of Financial Planning: The eMoney University Program

A 2025 McKinsey & Company study found that there is a shortage of financial advisors that will reach 100,000 within… Read More

Financial planner learning to use AI

How Financial Planners Can Begin to Partner with AI

While there is undeniable excitement about AI’s transformational opportunities, we are past the hype cycle—AI is already starting to reshape… Read More

Get our new eBook - Financial Planning and AI: What's Next?

Download this eBook now and learn how AI is expected to impact the industry.

Download Now

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.