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: Guiding Clients Through Market Volatility by Leveraging eMoney and Riskalyze

eMoney Communications Team April 27, 2020

Market volatility feels less alarming for clients when they’re prepared to face it. Advisors aiming to alleviate client anxieties must demonstrate the benefits of long-term investment performance versus short-term risk. Advisors need to communicate the importance of sticking to financial plans through market ups and downs.

Watch the webinar below to hear from Connor Sung, CFP®, Manager of Financial Planning Practice Management at eMoney, and Matt Fritsch, Director of Channel Marketing at Riskalyze, as they discuss strategies for showing clients the value of staying invested in their financial plans.

In this session, you’ll also hear from René Nourse, CFP®, Founder and Managing Director of Urban Wealth Management, to learn how she uses integrated tools like eMoney and Riskalyze to put financial plans in perspective and help clients visualize the risk and potential volatility in their portfolio.

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.