Elevate your business with an inside look at application features and insights with experts from the eMoney community.
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.
It’s officially the new year! In this episode, we sit down with Jenn Rock, Senior Training Specialist at eMoney, to discuss beginning of the year (B.O.Y.) considerations and insights in eMoney. Throughout the conversation, you will learn about numerous best practice and tips to consider incorporating into your workflow to ensure a strong start in 2026.
Get plugged into planning with a Client’s full financial picture through the Asset-Map integration! This Integration is set to release in eMoney in early 2026. Learn more about this Integration and its offerings with Asset-Map CEO, Adam Holt CFP®, CHFC®.
Happy Holidays from eMoney and the Knowledge Base Podcast team! This year, we celebrated 25 years of eMoney and 50 podcast episodes. We’ll catch you on another episode in 2026!
Dive into a comprehensive recap of everything eMoney released in 2025 with our very own Product Marketing Manager, Joe Pearson. We’re talking about the Premium Client Portal, Needs Analysis, and so much more.
