Guide

3 Advisor Resources to Personalize Every Client Plan

Make Every Client Feel Heard—and Understood

Personalized financial planning isn’t just about numbers—it’s about people. When advisors take the time to truly understand what drives each client, from family priorities to career transitions, they don’t just create strategies, they create lasting relationships. Personalization turns planning into partnership—and that’s what keeps clients engaged, loyal, and referring others.

These exclusive eMoney resources are designed to help you collaborate more deeply with your clients, build trust faster, and develop plans that reflect their unique goals, values, and lives.

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Advisor Resources

Research

Planning Better Together

True collaborative planning is an ongoing, dynamic partnership where advisors and clients align through life’s changes. This research report explores which collaborative planning activities have the greatest impact for clients.

Guide

The Art of Asking Questions

Asking the right questions is key to building trust and creating the personalized experience your clients want. This guide compiles questions tailored to specific scenarios throughout the planning lifecycle. The simple navigation lets you make the most of your client conversations—no matter where the responses take you.

Infographic

7 Ways Advisors Can Surprise and Delight Clients

Sometimes the small (or big) gestures you make go a long way towards building strong client relationships. Here are seven simple ways you can create memorable planning experiences.