Skip to content


Using the Data You Have to Evolve Your Business and Client Relationships

From Portfolio Manager to Financial Planner

Seventy-two percent of Americans experience stress and anxiety around their finances, with stressors ranging from retirement planning to navigating rising inflation and market volatility.This underscores the importance of incorporating financial planning as part of the services you provide. Clients from every walk of life are seeking more meaningful guidance from advisors to help them alleviate these financial stressors and achieve their goals.

In our latest guide, we detail how you can use key data points, technology, and repeatable workflows to introduce financial planning to your clients to deepen your relationships, scale your efforts, and provide a best-in-class client experience.

1. Fidelity Financial Planning Survey. May 2020.

About eMoney Advisor, LLC

eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S. For more information, please visit:

Arrow Icon