Knowledge Base Podcast

Elevate your business with an inside look at application features and insights with experts from the eMoney community.

2026 eMoney Summit: Powering What’s Possible

2026 eMoney Summit: Powering What’s Possible

00:00 / 18:33

We’re only a couple weeks away from eMoney’s annual Summit! Join us to hear from Joanna Armandi, eMoney’s Director of Corporate Communication, for an exclusive conversation about our yearly conference. Learn about this year’s theme, Powering What’s Possible, along with the benefits for attending and how to register. Get inspired and get ready for our biggest event of the year!

Foundational Planning: Efficient Modular Workflows

Knowledge Base Podcast

Foundational Planning: Efficient Modular Workflows

00:00 / 24:10

Meet our newest Foundational Planning! Learn about this tool within eMoney and how to build dynamic, holistic plans for your Clients.

Tax Alpha Week: Mastering Smart Tax Planning

Knowledge Base Podcast

Tax Alpha Week: Mastering Smart Tax Planning

00:00 / 23:39

In this podcast episode, get a sneak peek into Tax Alpha Week at eMoney with Joe Buhrmann, eMoney’s Advisory Financial Planning Practice Management Consultant. Learn how effective tax planning can be a powerful value-add for your practice and how you can connect with eMoney experts during Tax Alpha Week.

The Advisor Learning Journey – Part 3

Knowledge Base Podcast

The Advisor Learning Journey – Part 3

00:00 / 28:17

In the third episode of our Advisor Learning Journey series, we are fortunate to be joined by Emmett Devlin, Supervisor of Client Support at eMoney advisor. Emmett identifies some initial resources to leverage in the platform before providing an overview of eMoney’s Client Support team and how this team helps subscribers throughout each stage of their learning journey.

The Advisor Learning Journey – Part 2

Knowledge Base Podcast

The Advisor Learning Journey – Part 2

00:00 / 26:09

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 Advisor Learning Journey – Part 1

Knowledge Base Podcast

The Advisor Learning Journey – Part 1

00:00 / 31:06

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.

Protection Meets Planning

Knowledge Base Podcast

Protection Meets Planning

00:00 / 31:57

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.

Underrated Features in eMoney

Knowledge Base Podcast

Underrated Features in eMoney

00:00 / 41:18

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.

Boosting Engagement with the Client Portal

Knowledge Base Podcast

Boosting Engagement with the Client Portal

00:00 / 33:50

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.

Q1 Recap: eMoney’s Recent Releases

Knowledge Base Podcast

Q1 Recap: eMoney’s Recent Releases

00:00 / 27:01

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!

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