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5 Easy Steps to Building Financial Planning Relationships Across Generations
As the $60 trillion wealth transfer from Baby Boomers to Gen X/Y draws near, it is important for financial advisors to prioritize family financial planning. The opportunity to engage clients’ children...
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Understanding the CFP Board’s New Standard on Technology for Financial...
Recognizing it likely was overdue in providing robust technology standards for CFP® professionals, on October 1, 2019, the CFP Board unveiled its new Code of Ethics and Standards of Practice. The...
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Happy Thanksgiving from the eMoney Team!
As Thanksgiving approaches, we can’t help but look back at 2019 to reflect on all we have to be grateful for. At eMoney, it’s our mission to help people talk about money. We intensely believe that all...
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Using Account Aggregation in Financial Planning to Grow Your Firm
Over the 20 years since its advent, account aggregation has evolved significantly, making it one of the most robust client service tools CFP® practitioners can use. What was once simply a way to track...
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Marketing for Financial Advisors: The Value of an Engaging Web Presence
“All roads lead to Rome.” Most of us have a passing familiarity with the origins of this phrase. Rome, the city, was the heart of the Roman Empire. Travelers could reach Rome from across Europe via...
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How Enterprise Advisory Firms Can Streamline Financial Planning Efficiency...
Enterprise advisory firms have a lot to gain from improving efficiency in financial planning. Incremental increases in efficiency at the advisor level, when scaled across the entire organization, can...
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The Value of a Robust Client Portal in Financial Planning Relationships
Don’t you just love it when a plan comes together? After you’ve synthesized all of your client’s financial information, goals, and constraints into a realistic financial plan? When they’ve signed off...
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Understanding the Experience Stack Within the Evolution of Financial Advice
The experience stack is an essential concept for financial advisors to understand if they’re to keep up with the evolution of financial advice. As an outgrowth of the technology stack concept, it’s...
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Data Aggregation and Data Governance: Four Important Questions to Ask Before...
The recent passing of the SECURE Act and, more recently, reports of improper sale of consumer data by financial data aggregators, have brought attention to the question of data governance and...
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Triple Play: Deliver an Exceptional Client Experience Using The Rule of Threes
It seems good things come in threes. The Three Little Pigs. Snap, Crackle, and Pop. Bacon, lettuce, and tomato. Can you tell it's almost lunchtime? Recent eMoney research has uncovered compelling...
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Financial Planning Trends to Keep an Eye on in 2020
We’ve been reflecting on the most prominent issues that have reshaped how advisors approach their craft in recent years. Yes, we’re thinking about robo-advisors, but beyond that, we’re also interested...
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The Key to Deeper Relationships: Ask the Right Questions to Best Leverage...
Getting to know clients on both a financial and individual level is essential for advisors who want to provide comprehensive, personalized planning services. Asking clients the right questions is an...
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Registration is Open for the 2020 eMoney Summit
Learn how advisors will need to shift accordingly to deliver experiences that capture—not only share of wallet—but also the hearts and minds of their clients at the seventh annual eMoney Summit in...
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Securing Client Confidence with Monte Carlo Simulation in Financial Planning
Monte Carlo simulations have applications in a wide range of industries, but they are particularly useful in financial planning. Clients need to know how long their money will last and the impact that...
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Helping Financial Advisors Understand Student Loan Repayment Options
Today’s students are faced with a tough situation when it comes to student loan repayment. I’ve witnessed firsthand just how urgently young students need something different from what the financial...
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Foundational Planning: Delivering More Plans to More Clients
At eMoney, our mission is to provide advisors flexible and scalable solutions that address a wide range of planning needs across the entire client lifecycle, all through a single, unified platform: One...
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eMoney Advisor Unveils Strategy to Provide Planning Solutions at Every Stage...
eMoney Advisor announced its enhanced planning vision for products and features that enables advisors and firms to meet the increasing demand for advice at all levels — from a single planning topic to...
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How to Talk to Your Clients About Market Volatility
Market volatility can be a nerve-racking experience for anyone. As most advisors know, clients tend to panic-sell during sell-offs, or at least attempt to panic-sell, which minimizes their...
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Are You Engaging with Intent?
More than one-third of investors believe they are being underserved with respect to their financial advice relationships1. This may leave you considering two things: How satisfied are your current...
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What Prevents IBDs from Delivering an Exceptional Client Experience?
Independent broker-dealers across the industry know they need to deliver a better experience to their customers. Getting started, however, can be difficult. It’s important to first answer a fundamental...
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