Helping People Talk About (e)Money

Sit down with eMoney’s Emily Koochel to learn how utilizing eMoney can help support in-depth conversations with Clients and their mindset around money. Learn pro-tips for conversations with ease in the planning experience and how certain features lend to transparency in the Advisor-Client relationship. 

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.