Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of the important news headlines and events you may have missed this past week. August, 30 2014 Quote of the Week: “What truly matters is that we never forget that our success is based on […]
Everywhere we turn, there’s technology. Some we need, some we don’t. Some, we can’t imagine living without. We’ve all heard the stats. Today, technology is ingrained on our everyday life. But that wasn’t always the case. Remember when… My mom, who is nearing 70, tells me about getting her first family TV when she was […]
Do you know what’s stressing your clients the most? What if you could be notified when your clients were thinking about a particular financial topic? Well in eMoney, you can! You can set an alert that lets you know when a client has begun a Financial Workshop on the client site. Setting up this alert […]
Last month we looked at three brutal truths about college costs and their impact on families as well as the inherent implications and opportunities for financial advisors. With the fall semester starting and students returning to college campuses across the country, I felt as though now would be a good time to continue the conversation. […]
This data was compiled from a recent survey of more than 5,400 eMoney users, conducted and verified by an independent, third-party research organization, TechValidate. To view the complete survey findings, visit this website.
In today’s financial services marketplace, it’s important that advisors set themselves apart from their competition through effective marketing. We’ve discussed some marketing methods in the past—social media is a huge asset advisors should be utilizing, for instance—but your marketing efforts will only be effective if you have a thorough understanding of who you’re trying to […]
Welcome to our News Round-Up! Here, we’ll share with you interesting news in interesting ways, giving you a snapshot of a few of the important news headlines and events you may have missed this past week. August, 23 2014 Quote of the Week: “I throw my curveball like Clayton Kershaw and my fastball like Mo’Ne Davis.” […]
With education costs soaring, many of your clients are concerned about the impact of their children’s cost of schooling on the rest of their financial picture. In the eMoney application, you can create a precise Education Plan to help them understand their options! Here’s how: Under the Tools menu, click Add Data for All Tools. […]