2016 eMoney Advisor Summit Recap: Day 3


The third and final day of #eMoneySummit16 got off to a quick start as  summit-goers were treated to all the training and best practices they could ask for. Throughout the morning, they had the opportunity to attend any of the many eMoney breakouts to learn best practices from our live trainers, chat with our developers and project managers, or get plenty of tips from other eMoney users.

Continue reading

Why This Year’s Breakout Sessions Set the eMoney Advisor Summit Apart


This year’s summit is jam-packed with presentations and sessions geared toward maximizing technology, improving your client experience, and ultimately growing your business. There are brand new agenda items like the Hack-a-Thon where advisors can compete for the chance to put their fingerprint on the eMoney app, and also conference staples like our keynote addresses from Barron’s Hall of Fame advisor Ron Carson as well as renowned Ted Talk Speaker Simon Sinek.

Continue reading