Guide
Foundations for Exceptional Financial Planning
A Financial Advisor’s Complete Guide to Holistic, Interactive Planning Enabled by Financial Psychology
Clients today want a financial professional who will do more than manage their money. They want someone who can plan for all aspects of their life to support their peace of mind and fulfillment. To do so, financial professionals have to embrace a new type of planning, as well as new technologies and financial psychology.
In this guide you’ll learn:
- How to personalize planning experiences
- The value of interactive, collaborative technology
- How to start holistic financial planning
- The impact of financial psychology
About eMoney
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 109,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 6.3 million households throughout the U.S. For more information, please visit: emoneyadvisor.com.
