Stay tuned—More sessions will be added to the agenda in the coming weeks!
Planning with Purpose, Ed O’Brien and Matt SchulteeMoney leadership will share new research and insights on the trends that have taken over the wealth management space and how planning will continue to be the driving force for change in our industry.
eMoney Product Vision, Jess LiberiProduct strategy at eMoney is built on logic and creativity and propelled through innovation. Head of Product, Jess Liberi, will share our roadmap, which is inspired by your feedback and focused on building solutions to deliver that exceptional client experience.
Preparing Your Mindset For The Future, Jay Shetty
Hear from Jay Shetty, British-born #1 New York Times Best-selling author, award winning storyteller & podcast host and former monk, on a mission to make wisdom go viral.
Economic Forecast: Impact of Seismic Surprises, Dr. Marci Rossell
Expert economic forecaster, former CNBC chief economist and co-host of SQUAWK BOX. She will discuss America’s current and future role in the global economy, factors responsible for recessions, how Washington influences Wall Street and the markets, and the specific forecast for the U.S. economy over the course of the next 18-24 months.
Accommodating Complex Needs Through Cash Flow PlanningUnderstand the fundamentals of Decision Center and our Cash Flow reports and how to effectively model scenarios, what-ifs, and estate planning techniques to best collaborate with your clients.
Catching up on eMoney UpdatesGet caught up on the features and enhancements made to the eMoney platform over the last twelve months and learn how to leverage them to increase efficiency and effectiveness within your practice.
CFP Board Code of Ethics and Standards of ConductIn need of CFP Board approved Ethics CE credit? This program has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct, effective October 1, 2019.
Engaging Clients Through the Client PortalGenerate interest and engagement by leveraging the benefits and features of the Client Site that will inspire ideas and collaboration opportunities with your clients.
Facilitating Deeper Client Discussions with New Monte Carlo EnhancementsInitiate more intuitive and deeper discussions with clients with Longevity Risk Analysis and Confidence Age and understand how to use these features to enable new conversations and reduce client anxiety and confusion.
Inputting Data and Building Scenarios for Taxes in eMoneySee how to effectively collect tax data and leverage it to develop a variety of scenarios and reports to help model outcomes for your clients.
Integrating Systems to Streamline Data Collection and WorkflowsLearn about solutions like Connections, APIs, and integrations designed to help you save time, increase accuracy, and deliver better advisor and client experiences.
Modeling Past and Planned GiftsReview eMoney charitable giving features including how to add past and planned gifts, demonstrate techniques for trusts, and view reports for applicable tax calculations and deductions.
Planning for Clients’ Life Stage Phase 1: Wealth AccumulationSupport planning conversations for clients in the wealth accumulation/getting started phase with eMoney. Learn best practices for engaging clients through onboarding and the client site, and leveraging Foundation Planning to support discussions with those getting started in their wealth journey and building their financial foundation.
Planning for Clients’ Life Stage Phase 2: Wealth MaximizationUtilize the Decision Center to support discussions for those focused on wealth maximization. See how to use eMoney when working with those planning for retirement and looking to maximize their retirement savings and allocation strategies by effectively assessing retirement projections, income projections, and juggling other goals.
Planning for Clients’ Life Stage Phase 3: Wealth Preservation and Income DistributionUnderstand how to maximize use of Advanced Planning and the Decision Center to serve clients focused on wealth preservation and income distribution. Learn best practices for facilitating interactive discussions related to income distribution and minimizing retirement longevity risks such as taxes and insurance needs.
Planning for Clients’ Life Stage Phase 4: Wealth Transfer and DistributionSee how to leverage Advanced Planning and the Decision Center to serve clients in the wealth transfer and distribution stage. Learn how to use eMoney to help clients maximize their wealth distribution and legacy through gifting and trust strategies.
Planning for Education GoalsLearn how to build an education plan using Goal Planner and Decision Center and leverage reports to help answer the question, “What is the best way to pay for college?”
Serving the Underserved Through Pro Bono Financial PlanningUnderstand the basics of how to provide pro bono service to underserved members of the community.
Solving Problems with Reports in eMoneyLearn about the variety of advanced planning reports available within eMoney and how to use them to discover opportunities and diagnose potential issues.
Working Efficiently to Cover the BasicsMake the most of your time by using tools like tasks and alerts and customizing settings to help keep you and your team on track.
Four Money BearsMac Gardner, CFP®, discusses the importance of financial literacy.
Building Your Digital BrandLearn how to implement a marketing strategy that leverages digital marketing channels to promote your financial planning services and ability to help people feel more confident in their finances.
Product Spotlight: Bamboo – Delivering Personal Content to Attract and Engage ClientsPromote your financial planning services through personalized content designed to attract and engage clients, and learn how Bamboo, the eMoney marketing solution can help you do this at scale.
Getting Social: Where to Be and What to DoDetermine the best platforms and activities for promoting your brand and connecting with your target audience on social media.
How Financial Advisors Can Harness the Power of Video to Grow Their BusinessQ&A with Candice Carlton, SVP, FiComm Partners and Danielle Zimmerman, VP of Customer Success, Wistia
Video has the power to build better customer relations, establish credibility and expand reach. As financial advisors look to increase engagement with new and existing clients, integrating video into their overall marketing strategy will be critical to grow their business and ensure successful long-term customer satisfaction. In this Q&A session, Danielle Zimmerman, VP of Customer Success at Wistia, will sit down with Candice Carlton, SVP of Advisor Education at FiComm Partners, to discuss how financial advisors can leverage the power of video to incorporate authenticity and creativity into their growth programs.
Balance Purpose and ProcessIn this fast-paced presentation Duncan MacPherson, Co-author of The Advisor Playbook, will discuss some of the adaptations that elite teams have made over the last 18 months.
Duncan will discuss strategies to:
- Connect with clients on a deeper, more impactful level
- Converge the clients “why” with your “how”
- Convert clients into referral generating advocates