{"version":"1.0","provider_name":"eMoney","provider_url":"https:\/\/emoneyadvisor.com\/communications-resource-center","author_name":"Sabrina Eisen","author_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/author\/seisen\/","title":"CoPlanner: Keeping Planning Personalized - eMoney","type":"rich","width":600,"height":338,"html":"<blockquote class=\"wp-embedded-content\" data-secret=\"MFyGAMQenO\"><a href=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/coplanner-keeping-planning-personalized\/\">CoPlanner: Keeping Planning Personalized<\/a><\/blockquote><iframe sandbox=\"allow-scripts\" security=\"restricted\" src=\"https:\/\/emoneyadvisor.com\/communications-resource-center\/coplanner-keeping-planning-personalized\/embed\/#?secret=MFyGAMQenO\" width=\"600\" height=\"338\" title=\"&#8220;CoPlanner: Keeping Planning Personalized&#8221; &#8212; eMoney\" data-secret=\"MFyGAMQenO\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\" class=\"wp-embedded-content\"><\/iframe><script type=\"text\/javascript\">\n\/* <![CDATA[ *\/\n\/*! This file is auto-generated *\/\n!function(d,l){\"use strict\";l.querySelector&&d.addEventListener&&\"undefined\"!=typeof URL&&(d.wp=d.wp||{},d.wp.receiveEmbedMessage||(d.wp.receiveEmbedMessage=function(e){var t=e.data;if((t||t.secret||t.message||t.value)&&!\/[^a-zA-Z0-9]\/.test(t.secret)){for(var s,r,n,a=l.querySelectorAll('iframe[data-secret=\"'+t.secret+'\"]'),o=l.querySelectorAll('blockquote[data-secret=\"'+t.secret+'\"]'),c=new RegExp(\"^https?:$\",\"i\"),i=0;i<o.length;i++)o[i].style.display=\"none\";for(i=0;i<a.length;i++)s=a[i],e.source===s.contentWindow&&(s.removeAttribute(\"style\"),\"height\"===t.message?(1e3<(r=parseInt(t.value,10))?r=1e3:~~r<200&&(r=200),s.height=r):\"link\"===t.message&&(r=new URL(s.getAttribute(\"src\")),n=new URL(t.value),c.test(n.protocol))&&n.host===r.host&&l.activeElement===s&&(d.top.location.href=t.value))}},d.addEventListener(\"message\",d.wp.receiveEmbedMessage,!1),l.addEventListener(\"DOMContentLoaded\",function(){for(var e,t,s=l.querySelectorAll(\"iframe.wp-embedded-content\"),r=0;r<s.length;r++)(t=(e=s[r]).getAttribute(\"data-secret\"))||(t=Math.random().toString(36).substring(2,12),e.src+=\"#?secret=\"+t,e.setAttribute(\"data-secret\",t)),e.contentWindow.postMessage({message:\"ready\",secret:t},\"*\")},!1)))}(window,document);\n\/\/# sourceURL=https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-includes\/js\/wp-embed.min.js\n\/* ]]> *\/\n<\/script>\n","thumbnail_url":"https:\/\/emoneyadvisor.com\/communications-resource-center\/wp-content\/uploads\/2026\/03\/CoPlanner.jpg","thumbnail_width":800,"thumbnail_height":534,"description":"In this episode, Josh Belfiore, Director of Product Management for Advisor Experience at eMoney, walks through how CoPlanner supports more efficient, personalized planning conversations while improving client discovery and data quality. Share this with your advisors to help reinforce consistent planning best practices and show how they can deepen client relationships without adding complexity to [&hellip;]"}