Deciding to purchase new technology for your business is the first step toward creating a better experience for both you and your clients.
By integrating eMoney into their practice, Beyond Your Hammock transformed financial planning from a numbers-oriented process to a more collaborative experience .
Silicon Hill Wealth uses eMoney as the backbone of their offering and adapted the way they service clients to elevate the planning experience.
If you’ve attended any industry conferences over the past few years, you’ve heard a number of speakers tell you why you need to embrace social media. And quite frankly, doing so makes a lot of sense. Many of your potential clients have social media profiles, making social media great place to connect and engage with prospects.
For advisors, using and following hashtags can be a great way to track industry trends, engage with clients and prospects, and join in on conversations to offer expertise. But it doesn’t end there – there are countless ways hashtags can increase the visibility of your firm or business.
To help you ensure your social media presence is secure and compliant, we’ve assembled a quick list of security tips that every financial professional should keep in mind when managing their social media profiles.
Social media has fundamentally changed how consumers interact with companies. It’s made it easy for customers to learn about your business and get fast answers to questions about your products or services. However, it has also become a forum for consumers to voice their complaints when they have a negative experience with your service and your company
We’re here to make it easy for you to put together a presentation of the most relevant information using eMoney’s “save as a template” feature. By putting together a template for your mid-year reviews, you eliminate much of the busy typically associated with this process by creating a customized, comprehensive presentation you can use across your client list.