Elevate your business with an inside look at application features and insights with experts from the eMoney community.
In our second episode of the advisory learning journey, we sit down with Ania Iguitian, Advisory Client Success Coach at eMoney, to discuss how eMoney supports new users as they incorporate eMoney into their day-to-day and overall business workflow. Ania describes the Getting Started Program in detail and explains the value of this onboarding strategy.
The Fintech industry and financial planning industry as a whole is very dynamic. Financial planners don’t just adopt new technology—they go through an ongoing journey of learning and relearning. In the first part of a broader Advisor Learning Journey series of episodes, Senior Training Specialist Zac Gates, ChFC®, shares the different ways that eMoney subscribers can stay current on the platform’s enhancements and capabilities. Tune in to hear more about the educational and training resources available in eMoney that will propel advisors throughout this continuous learning process.
Dive into this podcast episode on insurance in eMoney. Understand how to identify coverage gaps and show your Clients the full picture of how various insurance types fit into their financial plan.
In this podcast episode, we’re spotlighting powerful features that are often overlooked. Hear from eMoney’s Zac Gates as he shares some underrated tools you may want to explore as you build Plans for your Clients.
In this episode, we explore how client portals can transform the way you engage with your clients. Hear from Michele Bailey, Senior Client Success Coach at eMoney, as she shares practical strategies for using portals to increase interactions, deliver personalized content, and encourage ongoing collaboration.
Let’s dive into what’s new at eMoney with a Q1 recap of our recent releases with Director of Product Management Advisor Experience, Josh Belfiore. We chat about Foundational Planning, Plan Comparison, and more!
Meet eMoney’s newest planning tool — CoPlanner. Sit down with Director of Product Management Advisor Experience, Josh Belfiore, to learn how this holistic planning tool can lend itself to efficient planning, strong rapport with Clients, and insightful data gathering.
This episode explores how eMoney fosters more personalized, efficient, and impactful engagements by leveraging The Decision Center. Hear from Chris DiRubbo, Senior Success Coach at eMoney, who shares his insights on how to build trust, strengthen relationships, and maximize the many aspects of eMoney’s most robust presentation tool.
Dive into Retirement Planning in eMoney with our very own Senior Financial Planning Practice Management Consultant, Brandon Heid, CFP®. In this conversation, we talk about how to have impactful conversations with Clients and how tools like Foundational Planning, Needs Analysis, and Decision Center can help support retirement planning.
Tis the season! It’s time for tax planning. In this podcast episode, we’re diving into what parts of the application can help you and your Clients in tax planning not just now, but all year long. Sit down with eMoney’s Brett Tharp, CFP®, to learn more.
