October 17 – 19 Join us virtually as we explore ways to bridge the gap between your services and expertise and the expectations of your clients, so you're better positioned to move confidently into the future.
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.
Mary Bell Carlson, Ph.D., CFP®, AFC®
Behavioral Finance Expert, Professor, Co-Host of Real Money, Real Experts
Abbey Henderson CFP® RLP® CPCC®
CEO, Wealth Advisor and Coach, Abaris Financial Group
Erin Voisin CFP®
Managing Director-Wealth Management Services/Partner, EP Wealth Advisors