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.
Clients have plenty of things to keep them up at night. Are their kids behaving themselves in school, is their boss monitoring them closer than usual, what is going to happen in the upcoming presidential election?
After an enjoyable first day, advisors woke bright and early, ready to take on all the training, insights, and speakers day two had to offer.
The booths were built, the t-shirts tossed around, and the registrations run through, as attendees, sponsors, and employees alike streamed in, eager to spend the next three days together for what promised to be the best Summit – and not to mention location – to date.
This week, we learned how to leverage eMoney’s analytics, alerts, and advisor reports to build your book of business by increasing your AUM.
How many ethnographers do you know? If you feel the urge to Google the definition of ethnographer, don’t feel bad – I did the same. Ethnographers study people and cultures. They investigate patterns in human nature and identify societal phenomena. They learn what’s most important to a group people, what they value, and what they…
Even as the specifics of the DoL rule continue to unfold, our software continues to provide the tools fiduciary-focused advisors need to remain competitive. Here are the top 6 ways eMoney supports DoL Compliance Today.
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.