eMoney Advisor

At the 2024 eMoney Summit, we will examine the intersection of human insight and digital innovation to discover how to deliver recommendations that genuinely connect with your clients' goals, leading to substantial growth and stronger relationships. 💡 2024 Summit Highlights: • Earn up to 15 CE credits with industry experts • Personalized 1:1 consultations • 30+ breakout sessions • Networking lounge • Peer-to-peer roundtables Lock in Early Bird pricing—the lowest rate offered: https://bit.ly/3mSBvVI #eMoneySummit24 #financialplanning #financialplanningsoftware

💡Did you know eMoney offers APIs and Components to simplify your firm and advisor workflow? 💡Our Open API program allows you to synchronize and automate data, enhancing efficiency for better planning. Your firm and advisors can stay competitive and focus on what matters most: your clients. 👉🏽 Click here to learn more about eMoney Access: https://lnkd.in/eSase5vS #API #enterprise #financialplanning #financialplanningsoftware

🎉 We can't wait to learn, network, and get inspired by our partners, colleagues, and peers at the #LPLFocus conference in San Diego from August 11 to 14. 💡 Come by Booth #827 to learn about the latest eMoney updates. LPL Financial - Research LPL Financial #financialplanningsoftware #financialplanning

🙋🏼 When you want to learn more about your clients and their approach to money, how do you get the conversation started? Read our latest blog for a list of questions to ask to personalize the financial planning process, via Sasha Grabenstetter, AFC®, BFA™ https://bit.ly/3YEyD3s #FinancialPlanning #ConversationStarters #financialplanningprocess

#IMCYI - Now you can watch this on-demand webinar with experts from Allianz Life and eMoney! Learn how to create guaranteed income with an annuity and integrate it into a holistic financial plan. 👇🏽 Check it out now: https://bit.ly/3yqInnk Schyler Adams, CFP® | Chris Mauriello #webinar #financialplanning #annuity

📢 Group Product Manager Joshua Belfiore wrote an article for Advisor Magazine about how collaborative planning can alleviate financial anxiety and improve client satisfaction. 👉🏽 Check it out: https://bit.ly/46yhBpM #financialplanning #financialwellness

💡The analysis of your client data offers numerous ways to enhance your business. 👇🏽 Learn more about how to use your financial planning technology to make the most of client data, via Joe Buhrmann. https://bit.ly/4datKDz #financialplanning #fintech #financialplanningsoftware

💡The #eMoneySummit24 will feature exciting keynote speakers, insightful research, lively panel discussions, tactical breakout sessions, several CE opportunities, and more. 👇🏽 Read more in today’s press release. https://bit.ly/4cdNRQg #financialplanning #financialplanningsoftware

🏅 By integrating the values of Olympism—Excellence, Respect, and Friendship—financial planners can effectively champion their clients, helping them achieve their financial goals while building strong, ethical, and supportive relationships. 👉🏽 Swipe to the right to read the whole story. #financialplanning #financialadvisors #summerolympic

💡Want to make your financial planning practice more inclusive? Tune into the Heart of Advice Podcast to hear our conversation with financial planner Jacob Nuno, MS, CFP®, EA . We'll be discussing the unique challenges faced by the LGBTQ+ community and how advisors can better serve these clients. 👇🏽 Tune in for valuable insights and resources! https://bit.ly/3SzZ4nc Connor Sung, CFP®, BFA™ | Sasha Grabenstetter, AFC®, BFA™ #eMoneyPodcast #inclusion #financialplanning