eMoney Advisor

That's a wrap on #eMoneySummit24! 🎉 😊 Over 1,400 financial professionals joined us for an incredible three days of learning, networking, and collaboration.   🙏🏽 Together we gained insights from industry leaders and engaged in hands-on breakout sessions, 1:1 coaching, roundtable discussions, and more.   🎊 A big thank you to our sponsors, presenters, and the fantastic eMoney team for making another unforgettable Summit experience. #financialplanning #financialplanningsoftware #fintech

#ICYMI - eMoney CEO Susan McKenna joined the Diamond Podcast hosted by Jason Diamond, where she discussed the changing landscape of technology in wealth management and more. WealthManagement.com 👇🏽 Catch the full episode below! https://bit.ly/3Ofi9Z2 #financialplanningsoftware

🙌🏽 Let's take a moment to appreciate our client relationships this Thanksgiving season. 😊 What do you value most when working with your clients? 👇🏽 Share your thoughts below! #gratitude #financialplanning

📢 Step into the role of a financial guide who goes beyond numbers! 👇🏽 Discover how you can empower clients to navigate the emotional side of financial planning and make values-aligned decisions with insights from Ryan Goulart of think2perform: https://bit.ly/3AqNJjD #financialplanning

🙌🏽 We wrapped up another productive week at the AFCPE® Symposium with an informative breakout session, "Inside Out: Self-reflection for Financial Counselors," and chatted with our friends and colleagues about the latest financial planning updates. 😊 Thank you to everyone who stopped by our booth. We can't wait to reconnect in 2025! AFCPE® (Association for Financial Counseling and Planning Education®) Emily Koochel, PhD, AFC®,CFT™ | Sasha Grabenstetter, AFC®, BFA™ #AFCPE2024 #ExperienceAFCPE #financialplanning

💡Do you know how to help your clients master financial discipline? Support them in taking control of their finances through self-discovery, automation, and accountability. 👇🏽 Read more in our blog. https://bit.ly/3CESnv3 via Sasha Grabenstetter, AFC®, BFA™ #financialplanningtips #financialplanning

😊 The eMoney team had a wonderful experience connecting with industry leaders and peers at the Schwab Impact Conference. We also offered refreshing cocktails while discussing the latest updates in financial planning with conference attendees. Check out the highlights from the event here. 👇🏽 #financialplanning #SchwabImpact #financialplanningsoftware

💡 Your clients’ retirement needs require a holistic approach that can be achieved by leveraging the power of technology to model the various scenarios that could impact their future. 👇🏽 Learn more about how to help your clients prepare for the challenges and opportunities that lie ahead in our latest blog. https://lnkd.in/eG5Qy5zc via Matt Rogers #retirement #financialplanning

#eMoneyProud! Some eMoney team members from the Boston area recently came together to volunteer at the Greater Boston Food Bank. 🙌🏽 The team packed 10,000 pounds of food into 360 boxes, providing nearly two years' worth of meals for a family of four and making a meaningful impact in the fight against local food insecurity. 👇🏽 Check out the highlights from this volunteering event. #financialplanningsoftware #fintech #volunteersmakeadifference

📢 Discover the transformative power of financial planning in our latest Heart of Advice Podcast with Erin Voisin, CFP®, EA, MS, CDFA®, ChFC®! 🎧 In this episode, you will learn how Erin is shaping the future of financial planning and advocating for the next generation. 👉🏽 Don’t miss it! Listen now at https://bit.ly/44E0T7j, Apple Podcasts, or Spotify. #Financialplanning #Podcast #nextgen