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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Webinar Series: Insights and Best Practices for Planning During Times of Disruption

eMoney Communications Team March 26, 2020

During times of disturbance and uncertainty, it’s easy to lose sight of the plans you have put in place to protect your future. This can be said for you and your clients. Join eMoney for a three-part webinar series that progresses from insights to actions to help you effectively engage your clients and secure their trust in you.

Webinar #1

Maintaining Business Continuity: What You Can Do Today to Solidify Client Relationships Tomorrow

Join eMoney’s CEO, Ed O’Brien, along with Jess Liberi, Head of Product, and Matt Schulte, Head of Financial Planning, for a discussion on the state of the industry and how eMoney can help firms instill confidence during times of market volatility and the COVID-19 pandemic.

 

Webinar #2

When in Doubt, Plan: Using eMoney to Guide Your Clients Through Uncertain Times

Connor Sung, CFP®, Manager, Financial Planning Practice Management Consulting, takes you through specific features of the eMoney platform that you can use to virtually connect with your clients today and help them plan for a more secure future tomorrow.

 

Webinar #3

Keeping Clients Engaged & Informed During the COVID-19 Pandemic

In times of crisis, advisors have a unique opportunity to provide the guidance their clients desperately need. Join marketing and communications experts Val Rivera and Brynn Dougherty as they share best practices for using Advisor Branded Marketing to communicate with your clients and forge stronger, more solid relationships as a result.

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.