The Agenda Is Live! Check out the full list of sessions that will take place at this year's virtual eMoney Summit October 17-19 – based on popular search terms among eMoney users.
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
Abbey Henderson CFP® RLP® CPCC®
CEO, Wealth Advisor and Coach, Abaris Financial Group
Dr. Megan McCoy, Ph.D., LMFT, AFC®, CFT-I™
Assistant Professor, Kansas State University
Erin Voisin CFP®
Managing Director-Wealth Management Services/Partner, EP Wealth Advisors