Communication support for your advisor base. Learn more
Encourage ongoing engagement.
Once advisors have adopted the software into their business, support continued usage among your field.
See how we position special offers and highlights for our upcoming annual eMoney Summit, connecting the industry's top financial professional with our trainers, planners, developers, and more, to help users master eMoney and develop strategies to help them win with their clients.
Email: Summit 2024 Virtual Interaction
Are you ready to elevate your experience in real time? Though the 2024 eMoney Summit is virtual, you’ll still find opportunities for personal interaction including one-on-one coaching sessions, our networking lounge, and peer-to-peer roundtables.
Our Agenda’s highly anticipated detailed descriptions for mainstage presentations, panels, breakouts, and more are live now and can be found on the Sessions page of the eMoney Summit website.
Email: Summit 2024 Keynote Speakers
We’re excited to announce our two keynote speakers, Erica Dhawan and Roben Farzad, at this year’s virtual eMoney Summit from October 21-23! Explore our lineup of industry experts and inspirational speakers ready to share their insights and inspire you to plan better together.
Email: Summit 2024 Planning Better Together
As the client marketplace continues to evolve, your clients’ expectations for financial planning do as well. Using a powerful combination of human expertise, and innovative technology, you can form deeper, more collaborative client relationships, providing data-driven insights that resonate with their unique goals and aspirations—because planning together is better.
Email: Summit 2024 Registration is Open
Join us virtually October 21-23 and discover new ways to integrate powerful planning technology with human insight to deliver personalized, collaborative experiences that deepen client relationships and unlock the potential in your business.
Video: Planning Better Together Highlight
This 30-second video explains the theme of the 2024 eMoney Summit – Planning Better Together. At this year’s Summit, we’ll explore this intersection of human insight and digital innovation and uncover how you can deliver recommendations that resonate with your client’s unique goals and…
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