Bridging the Gap
eMoney's leadership team will present proprietary research on how to bridge the gaps between your services and expertise and the experience consumers want.
Product Roadmap & Vision
In order to bring planning to more people, financial professionals need to be able to offer their clients a fulfilling, personalized, hybrid experience. The experience relies equally on the practical, emotional, and behavioral understanding of human elements and the smart, scalable, time-saving elements of the technology component. Learn how this need is informing our product vision.
In past decades, particularly in “producer cultures” professionals were given positions of leadership and authority because they were great “producers.” The top trader, the banker that posted the most revenues or the lawyer that had the most billable hours were compensated with money, an elevated title, and positions of leadership without much thought as to whether the person was the kind of individual that could motivate and inspire others to perform beyond their own expectations. Yet, today, we find ourselves in an environment where a growing majority of the professional workforce are Millennials and Generation Zers and they demand motivation and inspiration as table stakes for their performance in any environment. So the question is, “What does it take to be an outstanding leader in today’s environment?” Carla Harris asserts that if anyone chooses to take on the leadership seat, then one must be INTENTIONAL about 8 things in order to be a powerful, impactful, influential leader in today’s environment. Hear her make the case for: Authenticity, Building Trust, Clarity, Creating other Leaders, Diversity, Innovation, Inclusivity, and Voice as essential components of being a Powerful Leader today.
The Future Economy: Growth Opportunities
The world is going to see more economic change in the next 5 years than we have seen in the last 100 years. Just when we were getting over the worst of COVID, Russia invaded. The war in the Ukraine is a great example of the speed of change and the disruption that can happen to the global economy. As well, foundational AI, blockchain and co-bots are just a few of the extraordinary tools being leveraged right now to help businesses overcome, adapt and thrive. Are you aligning yourself for what will occur? Andy literally wrote the book on large, catastrophic events and how they impact our markets, economy and world. As a futurist and economist, Andy dives deep into exploring how innovation, policy changes and societal shifts (war) drive opportunities for clients. He provides context by doing a “where we’ve been, where we are and where we’re going” for the economy. He takes the trends super charged by COVID & war, then applies them to your industry via a case study to show where money is flowing. Are you thinking about how to adapt to the disruptions to run your business better or how you can grow it faster? How are you challenging yourself with new ideas, new concepts, new technology? Can you understand the economic forces driving change to lead you in transforming your business and adapting your strategy to take control of the future? Andy says, “Let’s explore the economic future by getting you the tools you need to be successful.”
Panel Discussion: Conflict Resolution in Financial Planning (1 CE Credits*)
Conflict is natural, but navigating conflict may look different for each client. When conflict arises, financial planners have the unique opportunity to recognize the conflict and make it a part of the planning process. Learn from a team of experts how to help clients engage in effective communication and ensure lasting relationships.
Panel Discussion: Bridging the Gap
Join our panel members as they reflect on how the research shared in our opening session can inspire new ideas and approaches for building lasting connections with your clients by comprehensively addressing their unique needs and expectations.
CFP Board Code of Ethics and Standards Conduct (2 CE Credits)
In 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.
Digital Empowerment: A Structured Approach to Technology to Drive Business Forward
In this time of such change and challenge in wealth management, having the right approach to technology is more important than ever. While we've been working with firms for years, to help them to enhance and transform their technology, the scale and importance of this challenge today requires a scalable solution. That's why we've created a new framework, to ground our ongoing work to help wealth management firms transform the way they think about and manage their technology. This digital empowerment framework draws from our experience and expertise in wealth management technology strategy, design, and activation.