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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
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…
Make Planning Conversations More Impactful with Multi‑View
This Best Practices email is designed to help advisors elevate the impact of their planning conversations, making it easier to deliver clear, confident guidance that clients can act on. It highlights how Multi‑View in Decision Center simplifies complex tradeoffs, keeps conversations centered on client goals, and reduces prep and follow‑up…
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,…
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