Elevate your business with an inside look at application features and insights with experts from the eMoney community.
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.
We’re welcoming back eMoney’s Chris Grant, to talk about the latest Client Portal feature, My Plan. Hear how the My Plan page gives your Clients a closer look at the details of their financial picture, and understand how My Plan fits into where the Client Portal is headed.
This episode features Linda Bello, VP of Client Service at eMoney, introducing eMoney’s newest educational resource and learning management system: “The Learning Center”! Tune in to learn more about the training vision at eMoney, the decision to build an improved training offering, and what our users can expect to find in The Learning Center. 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.
This episode features Ryan Coburn, CFP® of Atlas Private Wealth Advisors as he shares insights on how he and his firm utilizes eMoney to perform comprehensive financial planning while promoting a collaborative environment and engaging experience with clients. With guest Ryan Coburn, CFP®. 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 Flourish – eMoney’s newest integration! Flourish is a cash management and savings tool that you can use to help grow your Client’s financial future and your fintech stack. Learn more about how to use Flourish in eMoney with guest and Flourish President Ben Cruikshank. 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.
Hear from Yizeth Almemar, CFP®, on how eMoney is at the heart of supporting her Clients’ goals. Learn more about how they use the Client Portal and how she successfully plans for niche groups of Clients. With guest Yizeth Almemar, CFP®.
In this episode Jamie Giacobbe, Manager of Events at eMoney, talks about the upcoming 2024 advisor Summit. In addition to learning more about this year’s conference, be sure to listen to the entire interview as there is a special Summit discount for listeners who haven’t registered yet. 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 eMoney’s Brett Tharp, CFP®! Tune in to hear from Brett about how to best illustrate annuities as a part of your Client’s financial plan in the application. You’ll also get some insight on exciting Annuity updates at eMoney! With guest Brett Tharp, CFP®, Advisory Training Specialist. 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.
Check out part two of the conversation with Advisor Greg Furer to learn why he gives Clients visibility into the planning process and how he helps them focus on the controllables. With guest Greg Furer, CFP, CRPC, CPFA. 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.
