{"id":9051,"date":"2026-03-31T20:43:46","date_gmt":"2026-03-31T20:43:46","guid":{"rendered":"https:\/\/emoneyadvisor.com\/communications-resource-center\/?p=9051"},"modified":"2026-04-13T19:50:49","modified_gmt":"2026-04-13T19:50:49","slug":"coplanner-keeping-planning-personalized","status":"publish","type":"post","link":"https:\/\/emoneyadvisor.com\/communications-resource-center\/coplanner-keeping-planning-personalized\/","title":{"rendered":"CoPlanner: Keeping Planning Personalized"},"content":{"rendered":"<p>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. 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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;]<\/p>\n","protected":false},"author":16,"featured_media":9271,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[24,26],"tags":[],"class_list":["post-9051","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-engagement","category-product-updates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>CoPlanner: Keeping Planning Personalized - eMoney<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"CoPlanner: Keeping Planning Personalized - eMoney\" \/>\n<meta property=\"og:description\" content=\"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. 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