Communications Resource Center

Scale Digital Advice Faster with Presentation View

This email template helps advisors deliver more consistent, personalized guidance at scale—one of the top opportunity areas identified in the eMoney Study: Value of Financial Planning (November 2025). It spotlights Presentation View within Decision Center, featuring a new blog post on how advisors can use the feature to deliver a…

Practice Guide: How Estate Planning Strengthens Financial Planning Relationships

This kit empowers advisors to deepen client relationships by making estate planning a clear, collaborative, and value‑aligned part of the financial plan. It provides practical conversation starters, guided discovery questions, and techniques to compare scenarios, along with ways to use eMoney tools such as the Decision Center, Estate Flow Charts,…

Advisor Email (Estate Planning): Boost Client Engagement with Estate Planning Conversations

This email helps advisors strengthen client relationships by confidently initiating estate planning conversations that many clients hesitate to start on their own. It reflects the key themes of the estate planning practice guide by highlighting conversation starters, collaborative planning strategies, and opportunities to use eMoney to visualize estate flows and…

Client Email # 1 (Estate Planning): Planning Ahead: Protect What Matters Most

This email gives advisors a clear, approachable way to introduce estate planning to clients by focusing on clarity, protection, and peace of mind. It aligns with the practice guide’s emphasis on helping clients understand the importance of planning ahead and sets the foundation for deeper estate planning discussions.

Client Email #2 (Estate Planning): Ready to Take the Next Step in Your Financial Plan?

This email helps advisors guide clients toward meaningful action by prompting them to think about their values, wishes, and personal priorities. It supports the practice guide’s recommendations for using thoughtful discovery questions to drive personalized estate planning conversations and foster collaboration.

Client Email #3 (Estate Planning): Resources to Help You Plan Ahead

This email enables advisors to showcase the tools available through the client portal that make estate planning easier to understand and more transparent. It reinforces the practice guide’s focus on using visualizations, comparisons, and digital resources to help clients see the impact of their planning decisions.

Top-rated Topics from the 2025 eMoney Summit

This email highlights the top-rated sessions from the 2025 virtual eMoney Summit, offering practical resources to help advisors apply key insights. It features an eBook exploring the role of AI in financial planning, a product roadmap unveiling platform enhancements, and a blog on asking better questions to build trust. Also…

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.