Knowledge Base Podcast

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

Advisor Chat: Collaborative and Comprehensive Planning

Advisor Chat: Collaborative and Comprehensive Planning

00:00 / 29:27

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.

Flourish: eMoney’s Latest Integration

Knowledge Base Podcast

Flourish: eMoney’s Latest Integration

00:00 / 42:51

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.

Advisor Chat: Custom and Transparent Financial Planning

Knowledge Base Podcast

Advisor Chat: Custom and Transparent Financial Planning

00:00 / 25:56

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®.

eMoney’s 2024 Summit: Planning Better Together

Knowledge Base Podcast

eMoney’s 2024 Summit: Planning Better Together

00:00 / 17:37

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.

Annuities: Illustrating Investments in eMoney

Knowledge Base Podcast

Annuities: Illustrating Investments in eMoney

00:00 / 34:27

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.

Advisor Chat: Focusing on Decisions Rather Than Results

Knowledge Base Podcast

Advisor Chat: Focusing on Decisions Rather Than Results

00:00 / 27:35

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.

Advisor Chat: The Butterfly Effect of Cash Flow Planning Software

Knowledge Base Podcast

Advisor Chat: The Butterfly Effect of Cash Flow Planning Software

00:00 / 21:21

The Client Portal is the face of Beratung Advisors’ business. Learn how this team of Advisors uses this and other eMoney features to create an interactive and informed planning experience for Clients. 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.

Client Support: Our Financial First Responders

Knowledge Base Podcast

Client Support: Our Financial First Responders

00:00 / 22:13

Get to know eMoney’s Client Support in this conversation with Supervisor, Emmett Devlin. Understand the when, why, and how you can lean on the Client Support team to help you in your work with eMoney. With guest Emmett Devlin, Supervisor of Client Support. 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.

Advisor Chat: Planning for Non-Traditional Families

Knowledge Base Podcast

Advisor Chat: Planning for Non-Traditional Families

00:00 / 19:04

Listen to how Michael Telford of Brio Financial Group uses eMoney in his business to financially plan for non-traditional families with a variety of circumstances. Learn more about how you can get creative using the features in eMoney with and for your Clients. With guest, Michael Telford. 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.

Analytics: Diving Into the Data

Knowledge Base Podcast

Analytics: Diving Into the Data

00:00 / 19:58

Get a pictorial representation of data with eMoney Product Owner to understand how to use the Analytics feature in eMoney. We talk about Advisor vs. Office Analytics, charts vs. filters, and what to stay up-to-date on for the most accurate view of your insights. With guest Prabha Y, Product Owner. 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.

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