Elevate your business with an inside look at application features and insights with experts from the eMoney community.
Meet the eMoney’s Premium Client Portal — giving you the opportunity to give your Clients a front row seat to be engaged in the planning experience. Patrick Matlick, Senior Financial Planning Product and Research Consultant, shares everything you need to know about leveling up your Client’s portals!
Meet Nitrogen Wealth, a fintech platform taking a quantitative approach to risk. Understand the differences between risk tolerance, risk capacity, and the role that both have in the planning process for your Clients. You’re going to love to this conversation with Nitrogen Wealth’s Success Engagement Manager, Chris Quandt!
Hear from Chad Porche, SVP of Product and Design about our recent revamp of the Needs Analysis tool. You will gain insight into how this tool has been modernized and various situations to consider deploying with clients.
How can you use eMoney to help create sticky clients and build stronger Advisor-Client relationships? Ania Iguitian, Advisory Client Success Coach dives into eMoney’s coaching offering. Ania details how coaching can help you learn efficient but effective ways to implement eMoney into your business practice.
Get ready for part two of our Roth Conversions conversation with eMoney’s Senior Business Analyst, John Costello! Learn what reports best illustrate Roth Conversions and other tips and tricks for seamlessly modeling them in-app.
Hear from John Costello in part one of our Roth Conversions discussion! Dive into the various conversion types and how to model them in eMoney in planning for your Clients
eMoney’s Group Product Manager Josh Belfiore is back on the podcast to talk about recent product enhancements and to also provide insight on upcoming product releases in 2025 and how eMoney advisors can use our tools to elevate their interactions with clients. Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.
Meet another popular eMoney Integration: Redtail. Hear from Rick Williamson, Director of Brand Experience, on how Redtail lends to efficient and secure business practices while maintaining value in the planning experience for their Clients.
Thanks for a great 2024! We welcomed eMoney experts to the mic, including team members, leaders in FinTech, and Advisors just like you. Have a happy holiday and we’ll catch you on another episode in 2025.
Get to know Diane MacPhee, CFP®, PCC. Diane is a former Advisor and today she’s consulted hundreds of Advisors to help them build strong Advisor-Client relationships. Learn more about how Diane sees successful Advisors implement eMoney in their day-to-day business.
