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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: 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…
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…
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