Communications Resource Center

Client Experience and Engagement Tools to Strengthen Relationships

This email template is designed to help advisors deepen client engagement and deliver standout experiences. It includes a guide on using Tasks and Alerts to stay proactive, personalization tips for the My Advisor page, and a podcast on emotional intelligence in planning. Also featured are a blog on elevated experiences,…

Onboarding & Data Collection – Tools to Strengthen Your Planning Foundation

This email template offers a suite of resources to help advisors improve data collection, streamline onboarding, and enhance client interactions. It features a blog on simplifying client data workflows, a short video on easing client anxiety during discovery meetings, a blog on building trust through onboarding, a service spotlight on…

Tax Planning Strategies & Roth Conversion Insights

This email template offers a suite of resources to help financial advisors enhance tax-efficient planning and support client wealth-building. It features a guide on modeling Roth conversions by filling tax brackets, a podcast series on optimizing and illustrating Roth strategies in eMoney, a legislative update on the One Big Beautiful…

The Evolution of Advice – 25th Anniversary

This year marks eMoney’s 25th anniversary—and we’re taking a look back at the moments that shaped our journey. From industry-changing innovations to client-centered milestones, our story has always been driven by one goal—helping advisors like you plan better, together. Come take a stroll with us through the last 25 years—and see how far…

Actionable Strategies – Motivating Clients To Take The Next Step

This email template offers a suite of resources to help financial advisors drive client action and deepen engagement. It features a guide on using motivational interviewing to inspire progress, an on-demand webinar on enhancing client satisfaction through technology, a blog on accountability strategies, a podcast on collaborative planning, and…

Tips for Stronger Client Engagement

Want to build stronger client relationships? This month’s newsletter includes best practices on using eMoney to strengthen your relationships through collaboration. See how Waverly Advisors fosters collaboration and holistic planning using the intuitive tools and data visualization in eMoney to enhance communication, engage clients, and build lasting relationships.

Financial Psychology

This month, we’re focusing on a popular topic: strengthening client engagement through financial psychology. This eBook explores how tech-forward practices using financial psychology can enhance client relationships and drive better outcomes.

Planning Process Efficiency & Client Experience

Financial planning can be complex, with various client touchpoints, document transfers, and unique needs. A clear, structured approach is essential for efficiently managing everything from simple retirement goals to complex lifestyle and legacy planning.

Supporting Clients Through Market Volatility and Stress

Are you looking to better support your clients as they navigate market volatility and emotionally charged decisions? When these circumstances arise, clients often feel overwhelmed. The blog post below discusses how to recognize signs of stress and anxiety, allow clients to vent frustrations, and help them prioritize major decisions.

Video: Navigating Liability Management in eMoney

In the video below, Brett Tharp, a CERTIFIED FINANCIAL PLANNER™ professional on the eMoney Training team, shares insights on entering liabilities in eMoney, using the Millers as a practical example. Let’s explore how eMoney can help advisors like you navigate and optimize your clients’ financial strategies.

Video: Maximizing Retirement Savings with SIMPLE IRA Fact Type

In the video, Michelle Riiska, Financial Planning Services Consultant at eMoney, demonstrates step-by-step how she assists Jack and Mia, our sample clients, in optimizing SIMPLE IRA contributions under the new SECURE 2.0 regulations and navigating the complexities of retirement planning while leveraging eMoney’s cutting-edge features.

eBook: Unlocking the Value of Financial Planning

Financial planning has real, tangible value. Yet communicating that value as the planning process becomes more complex and personalized can be a daunting task. Share this eBook as a guide to talking about the value a financial planner represents in this newest evolution of advice. Drawing on the latest research,…

Video: Maximize the Client Onboarding Experience Using Aggregation

Discover the power of seamless data integration to enhance your client relationships. The Onboarding tool, partnered with account aggregation, is designed to facilitate seamless client interactions. Share this short video with your financial professional to show how this feature works in practice.

eBook: Using the Data You Have to Evolve Your Business and Client Relationships

Introducing financial planning into your practice or expanding the planning you are already doing is a powerful way to grow your business. Check out our eBook, From Portfolio Manager to Financial Planner Using the Data You Have to Evolve Your Business and Client Relationships, to learn how to maximize the…

Video: Navigating the Realm of Self-Paced Learning Courses

Those who participate in eMoney’s training opportunities are 70% more likely to continue using eMoney with confidence in the future. Share this video with your financial professionals to help them strengthen their eMoney expertise and build a foundation of knowledge through a comprehensive array of self-guided courses.