eMoney aspires to transform the future of financial advice. We empower advisors to help their clients achieve their financial goals. The Heart of Advice blog reflects our commitment to the practice of planning, to advisors, and to the people we serve together.
At the heart of it all is the relationship between advisor and client—transactional, yet deeply personal, and the key to growth. This blog was created to help advisors navigate the complexities of building productive relationships. We’re here to help your firm grow, to meet the evolving needs of your clients, and to stay at the forefront of financial planning.
Helping People Talk About Money
Financial Peace of Mind For All
Experts from eMoney and the financial planning community contribute to the Heart of Advice.
Private Equity, Senior Advisor and Operating Partner at The Vistria Group
Mary Bell Carlson, Ph.D., CFP®, AFC®
Behavioral Finance Expert, Professor, Co-Host of Real Money, Real Experts
Dr. Preston Cherry, CFT-I™, CFP®
Founder & President, Concurrent Financial Planning
John Eing, CFP®, CPA, MBA
Chief Strategy Officer and Partner at Quantum Financial Advisors
Abbey Henderson CFP® RLP® CPCC®
CEO, Wealth Advisor and Coach, Abaris Financial Group
Dr. Russell James, J.D., Ph.D., CFP®
Professor, Department of Personal Financial Planning at Texas Tech University
Vice President and Charitable Planning Consultant, Fidelity Charitable®
Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™
Assistant Professor, Kansas State University
Barbara O’Neill, Ph.D., CFP®, AFC®, CRPC®
CEO, Money Talk: Financial Planning Seminars and Publications
Erin Voisin CFP®
Managing Director-Wealth Management Services/Partner, EP Wealth Advisors