eMoney Advisor Adds Final Keynote Speaker, Guy Kawasaki, to Fourth Annual Advisor Summit

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

eMoney announced its final keynote speaker, Guy Kawasaki, author and chief evangelist of Canva. Kawasaki will discuss “The Art of Enchantment,” focusing on how speech influences people’s hearts, minds and actions. He will further detail in his session how to achieve likability and trustworthiness and how to overcome resistance, a topic that all advisors can relate to when interacting with clients.

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eMoney Advisor Launches Redesigned Client Website with New User Experience and Goal-Planning Functionality

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

The new functionality of the Client Website includes an interactive Goals section where end-clients can easily add goals, track their progress towards funding those goals and visualize how they impact their long-term financial outlook. Allowing end-clients to input and update their financial goals enables advisors to adapt plans in real-time based on their clients’ priorities.

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eMoney Advisor Announces Agenda for Fourth Annual Advisor Summit Themed “Plan It Forward”

eMoney Launches Lead Capture, a an interactive, online workflow designed specifically for financial advisors to attract, engage and qualify leads through their online marketing efforts.

This year’s Summit is expected to draw more than 600 attendees, feature multiple keynote speakers, host 75 sessions and provide 22 hours of training. The Summit will present a fresh approach to financial planning focused on this year’s theme, “Plan It Forward,” anchored by the concept that the financial plans advisors build for clients affect far more than just their finances.

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