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Why Education Is Essential for Supporting Diversity in Financial Planning
The financial planning industry today faces a serious lack of diversity. While people of color will collectively become the majority of the U.S. population by 20451, according to U.S. census...
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Webinar Replay: Discover How a Holistic Financial Planning Approach Can...
Understanding your client’s complete financial life and having the right conversations can move them toward achieving their personal and professional goals. The map to guide them on that path is a...
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Upcoming Webinar: Advisor-led Best Practices on Engaging Clients Through...
Successful, long-term client relationships rely on an advisor’s ability to have the right conversations at the right times to help advance clients toward achieving their financial goals. These...
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Midtown Financial Reduces Data Entry Costs by up to 97% with eMoney Data...
Since 1995, financial planning has been at the heart of Midtown Financial Group‘s offering because it helps their clients to see where they are, where they want to go, and how to get there. Between...
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Mid-Year Check-in: eMoney User Feedback Fuels Areas for Improvement in 2020...
“We listen to our customers” is a phrase we’re used to hearing all too often. But, how often is real change witnessed as a result of user feedback, ideas, and personal experience? We look to our valued...
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Upcoming Webinar: Financial Planning that Evolves with Your Clients’ Needs...
You shouldn’t have to worry that your clients are going to outgrow your financial planning software. With a scalable solution that meets a broad range of planning needs, you’ll always have the right...
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Upcoming Webinar: Unlock the ROI of Your Marketing
You rely on your website, social media, and email to attract new clients, but how are you measuring success? Join eMoney marketing experts for a live webinar on Thursday, September 24 at 2:00 p.m. ET,...
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How to Manage Money in Your Marriage
Consider these statistics on marriage and money. In a 2013 survey by National Center for Biotechnology Information, almost 36% of couples cited financial problems as the reason for their divorce,...
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Resolving to Set Financial Goals
Every new year, 51% of Americans resolve to get their finances in order. But, like all New Year’s resolutions, making them is only the first step. It’s not enough for clients to say what they want to...
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Building Client Engagement with Client Portals Makes Financial Planning More...
A client portal is an invaluable tool for collaborating with clients for more productive, long-term financial planning relationships. When implemented properly, the client portal, or client site, is...
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How to talk to your clients about market volatility
Market volatility can be a nerve-racking experience for anyone. Most of us are familiar with statistics citing the fact that clients tend to panic-sell during sell-offs, which minimizes their...
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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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Save Time with eMoney Data Entry Service
Bringing on a new client? We’re here to help! With eMoney Data Entry service, you can focus on the activities that will grow your business by offloading the most time-consuming and non-revenue...
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How Advisors Can Create a Comprehensive Business Update During COVID-19
We recently shared 7 Tips for Keeping Clients Engaged and Informed During Times of Crisis with standard configuration users in mid-April. This post outlines the first step advisors can take to...
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Best Practices for Regularly Communicating with Clients
We recently shared how to create a comprehensive business update during COVID-19 with clients. Now that you’re—hopefully—getting acclimated to using Advisor Branded Marketing to help with your email...
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eMoney Advisor Celebrates 20 Years of Delivering Planning-led Solutions to...
eMoney Advisor has marked 20 years of transforming the financial advice industry through planning-led solutions. Founded at the end of the dot-com bubble in June 2000 in Radnor, Pa., eMoney was created...
View ArticleeMoney Tip of the Week: Ensure You’re Getting the Email You Need
If you’re not receiving the eMoney communications you need, check out the steps below to customize your email preferences and ensure deliverability. Customize Your Email Preferences The first step to...
View ArticleWebinar Replay: Beyond Your Website – How to Generate More Leads Online
Join eMoney marketing experts, T.J. Hill and Val Rivera, on Tuesday, January 29 at 2:00 p.m. ET, to learn how you can unleash the full power of your online presence to generate and convert quality...
View ArticleGetting Started with Advanced Planning
With Advanced Planning, you can simulate any real-world financial scenario and model the implications of that simulation over the course of a client’s entire lifetime. Have a client who wants to see...
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