We kicked off our eighth annual eMoney Summit with one purpose—to help you become better financial planners.

To make it happen, we listened to your feedback from our first ever all-virtual event in 2020 and added more on-demand sessions, new opportunities for networking, and shorter sessions aimed to fit into your schedule. If you were there for day one and want a refresher, or you’re at your office and weren’t able to attend—check out our Summit opening video and a short recap of our day one keynote presentations below.

Planning with Purpose with Ed O’Brien and Matt Schulte

During his opening presentation, eMoney CEO Ed O’Brien reflected on the challenges of the previous 18 months. He shared that whether there’s a pandemic, an election, new legislation, economic challenges, social justice reform, or any other event, we know you are committed to evolving and getting even better—not just for your clients but for yourself.

Ed touched on “the great reset” and how millions of people of all ages and demographics are reevaluating critical facets of their lives—where they live, what they do for work, how much they need, and how they spend their time. People are asking themselves critical questions and the eMoney team is paying close attention, which leads us our 2021 theme—Planning with Purpose.

Ed discussed how purpose is the fuel for intention and how having a clear sense of purpose can make you a better planner and help drive better outcomes for you and your clients.

Ed then introduced Matt Schulte, our Head of Financial Planning, who further explored the theme Planning with Purpose and where financial professionals find their purpose.

Matt shared new research from hundreds of advisors and end-clients about what motivates them, what they’re expecting from planning, and where they find the most significant value. Included in these findings is what end-clients want when they seek an advisor and where there is a clear overlap between the motivations that bring you fulfillment and the outcomes your clients are seeking.

He continued by sharing real opportunities to transform how you engage clients and build stronger relationships that can bring increased fulfillment to you and your clients.

As he wrapped up his presentation, Matt encouraged attendees to reflect on their purpose throughout the next few days at Summit before introducing Head of Product Jess Liberi whose presentation shared our vision and roadmap for 2022 and beyond, designed to help you serve even more people and deliver more plans.

Product and Company Vision with Jess Liberi

Jess Liberi provided insight into our product strategy and roadmap and shared how looking back on our past helps eMoney power into the future. She reminded attendees of the eMoney mission—helping people talk about money—and our vision—financial peace of mind for all.

And she stated firmly how our mission and vision are driven by our purpose, which is at the center of all the decisions we make and all of our actions. How we continuously look for opportunities concerning our “why,” which is, of course, closely tied to each of yours.

Jess shared an exciting way to identify and live by your purpose through a Japanese concept called Ikigai (ee-key-GAHY).

She shared how at eMoney, planning is at the core of everything we do and is central to our purpose. And how, based on what you’ve told us, you need solutions to enable more planning in more efficient, scalable, and easy-to-use ways.

For this reason, our goal is to provide advisors with solutions that allow them to serve their clients most effectively, balancing one-on-one interactions with more automated, self-service, and digitally-enabled experiences.

Jess showed insights into our planning roadmap, which is shifting the center of our planning experience into the Decision Center—to create that one true hub for all your planning workflows and activities, and makes creating, editing, and presenting plans even more effortless.

eMoney is committed to helping you do more planning by building solutions that support identifying the most impactful opportunities for your clients, enabling your clients to understand and frame important decisions, and automating key activities throughout the entire planning process.

We’ll continue to elevate and streamline our planning platform, creating more seamless, engaging, and digitally-enabled experiences in support of helping you recalibrate your conversations, with a focus on both planning and action—so you can focus on your unique purpose.


Day two of the 2021 eMoney Summit started with a bang as Marci Rossell, a world-renowned economist and financial expert, looked at the previous 18 months and provided an economic forecast on the short, medium, and long-term recovery.

Economic Forecast: Impact of Seismic Surprises

In her keynote presentation, she discussed how we’ve gone from freefall to explosive growth across the global economy. This shift has caused shortages, price spikes, and inflation unlike we’ve seen in years. The previous year, every single month, millions of people were losing their jobs—while in September 2021, the unemployment report showed less than 5% unemployment.

Why has this downturn been different from any other economic downturn we’ve experienced before? Unlike the past, where unemployment rates worked as a lagging indicator and recessions began in a single economic sector, in 2020, the impact was from explosive external factors.

Another unique factor has been the speed of government intervention such as the CARES Act and government stimuli, accounting for over 6 trillion dollars of support. While the global economy shrank, measures of wealth, in some cases, simultaneously increased dramatically.

She closed out her presentation with valuable insights into how the recovery will continue to evolve, why the federal reserve is responding the way it is, and how to prepare your clients for the short- and long-term impacts.

Following Marci, we broke out into panel discussions like Planning with Purpose where we discussed financial planning as a helping profession and the ways advisors can leverage technology to serve the growing number of people looking for peace of mind in our ever-evolving industry. And in More than Money: Value of Financial Psychology, Certified Financial Planners (CFP®s) and psychologists discussed client-centered approaches to planning, the latest developments in behavioral finances, and what this means for your clients and practice.

Preparing Your Mindset for the Future

We wrapped day 2 with an inspiring keynote from Jay Shetty, #1 New York Times Best-selling author, award-winning storyteller, podcast host, and former monk – on a mission to make wisdom go viral.

With a financial advisor for a mother, Jay kicked off by noting that financial education is a topic near to his heart-which was clear in the substance he shared on the topic.

As we’re all living in times of widespread uncertainty and financial insecurity consider this… what if you could serve more people more deeply and effectively because of these changes?

That’s the exact opportunity Jay outlined, with 5 tangible ways to plan with purpose.

Jay’s presentation was dedicated to building deeper relationships and connections with clients, so you can attract new ones and improve the lives and decisions of ones you currently have.

Throughout his session, Jay helped us refocus on the true role of the financial advisor. As he put it: Your role isn’t just about giving the best advice-it’s about creating a safe space for your clients to be honest, vulnerable, and transparent with you.

Jay indicated that the biggest thing to remember when it comes to your clients is that everyone is looking for trust in their relationships. And you have the opportunity to connect with your clients in a way that helps them recognize that.

Attendees left the virtual session with actionable steps to make the end of 2021 and the beginning of 2022 a transformational time for themselves and their clients.