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Browse our monthly newsletters and best practice communications on how financial professionals can use eMoney in their businesses. Topics include success stories, eMoney news, timely updates, blog article highlights, thought leadership, strategic advice, and more
Five Ways to Deliver More Personal Guidance Using What You’ve Already Built
July’s Best Practices email walks advisors through five ways to turn their existing planning foundations into advice that resonates with each client. It shows how to align on what “success” actually means by adjusting Monte Carlo scoring, shape CoPlanner preferences around client priorities, make trade-offs visible and collaborative in Plan…
How to Scale Your Planning Process Without Sacrificing Quality
June’s Best Practices email walks advisors through a six-step workflow for scaling their planning process without sacrificing quality. It shows how to start with onboarding the right way, keep plans meeting-ready with Tasks and Alerts, standardize the Client Site experience, reuse Multi-View and Presentation View templates in Decision Center, build…
3 Ways to Streamline New Client Onboarding
May’s Best Practices email walks advisors through a three-step onboarding workflow that helps them gather client information, review it, and move into planning more efficiently. It shows how to start with data gathering only by selecting Onboarding Only from the client invitation flow, review what the client submitted before building…
How to Quickly Refresh a Client Plan Before a Meeting
April’s Best Practices email walks advisors through a four-step workflow for updating client plans quickly and confidently before a meeting. It shows how to apply planning preferences in Decision Center, use Generate in CoPlanner to enable multiple techniques from Base Facts in seconds, refine the surfaced techniques with Dismiss, Modify,…
Practice Guide: How Technology Integration Supports Modern Financial Planning
Technology plays a foundational role in helping advisors deliver efficient, accurate, and scalable financial planning experiences. This practice guide focuses on how integrating planning tools and systems can simplify complex workflows, reduce manual effort, and create more meaningful client interactions. The guide explores practical ways to improve productivity, establish a…
Advisor Email (Technology): Drive Better Client Outcomes Through Streamlined Planning Workflows
This advisor-facing email introduces the practice guide and frames how integrated technology can help streamline the client review process from end to end. It highlights the impact of automation, real-time data, and connected systems in reducing prep time, improving workflow consistency, and enabling more meaningful, personalized client interactions.
Client Email #1 (Technology): Real-Time Financial Visibility
This client-facing email focuses on the benefits of having a fully connected, real-time view of their financial life. It emphasizes greater transparency, improved accuracy, and the ability to make more informed decisions, while reinforcing how technology reduces the need for manual updates and fragmented information.
Client Email #2 (Technology): Understanding the Impact of Your Decisions
This scenario-based message shows how planning tools can help clients explore different financial decisions and understand potential outcomes. It encourages deeper engagement by demonstrating the value of side-by-side comparisons, real-time insights, and a more confident, informed approach to decision-making.
Client Email #3 (Technology): A More Organized and Efficient Planning Experience
This email highlights the importance of organization, follow-through, and efficiency in the planning experience. It reinforces how integrated tools help streamline document management, track next steps, and ensure plans stay up to date, ultimately supporting consistent progress toward long-term financial goals.
Practice Guide: Why Financial Planning Is Key to Well-being
Financial planning plays a critical role in supporting client confidence, preparedness, and peace of mind. This practice guide explores how personalized, collaborative planning goes beyond managing money to address the emotional aspects of financial decision-making. The guide outlines how advisors can make planning more personal, strengthen collaboration, and use eMoney…
Positioning financial planning as a driver of confidence and emotional well-being helps advisors reinforce their long-term value to clients. This advisor-facing email introduces the practice guide and outlines how personalized, technology-enabled planning strengthens collaboration and trust. Share this resource to equip advisors with a clear framework for discussing well-being as…
Client Email #1 (Financial Planning): Financial Planning That Supports Peace of Mind
Framing financial planning around clarity, preparedness, and peace of mind helps clients better understand its purpose and value. This client-facing email positions planning as a foundation for confidence rather than a purely technical exercise. Share this resource to enable advisors to open conversations in a way that resonates emotionally and…
Client Email #2 (Financial Planning): Making Your Financial Plan Personal
Personalized planning starts with understanding what matters most to each client. This email encourages reflection on goals, concerns, and values through simple, approachable prompts. Share this resource to provide advisors with an effective way to initiate more meaningful, client-centered conversations.
Client Email #3 (Financial Planning): Tools That Bring Your Financial Plan to Life
Client understanding and confidence are strengthened when financial plans are transparent and collaborative. This email highlights the planning tools available through the client portal that help visualize outcomes and compare scenarios. Share this resource to encourage advisors to engage clients directly in the planning process.
3 Ways to Make Home-buying Decisions More Collaborative and Clear
March’s Best Practices email gives advisors three quick, practical ways to make home‑buying conversations more collaborative and client‑driven. It outlines how Tasks, Decision Center, and the Vault can streamline prep, clarify tradeoffs in real time, and keep plans organized as clients search for homes, helping advisors deliver clearer guidance with…
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