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October 19 - 21 Discover new ways to transform your business models, deliver value, and generate more successful outcomes for your clients at the seventh annual eMoney Summit from October 19 to 21.

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CE Webinar: Stuck in the Middle Between Children and Elders - The Sandwich Generation November 5th, 2:00pm ET

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Webinar Replay: Learn How Adviser Investments Drove 1,000% Growth in Financial Planning

eMoney Communications Team July 24, 2019

Learn how you can drive growth by delivering interactive, personalized planning experiences that satisfy clients and streamline workflows.

Watch the webinar below to hear from Jake Lynch, Chief Business Officer at Adviser Investments, and Jim Finegan, Manager of Advisor Sales at eMoney Advisor, as they discuss how after adopting eMoney, Adviser Investments has gained $118 million in new AUM, sold $62 million in new services to existing clients, and increased their plans delivered to clients by 1,000%.

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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2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

Learn More
2020 eMoney Summit - Power to the Plan

Discover new ways to transform your business, deliver value and generate successful outcomes. October 19-21.

Learn More

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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.