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

eMoney Communications Team July 14, 2020

holistic planning for client relationships

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.

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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CE Webinar - Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit)

Join eMoney Thursday, October 7 at 2:00 p.m. ET to explore the power of emotional intelligence and the CFP Board's recent change to its principal knowledge topics.

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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.