Now available to firm-wide users of eMoney is Advisor Assurance, our latest product that provides firm-level decision makers with the oversight needed to support their comprehensive compliance efforts. It features firm-level event logs accessible on-demand and an intuitive presentation review. Click here to learn more. Like most advisory businesses, your firm most likely has many moving parts…
For 15 years, Heron Wealth operated as an individual “lifestyle” practice, allowing its owner, David Edwards, to pursue a comfortable family life in New York City. In 2011 however, David found himself reconsidering the direction of his business. This case study reveals how a one-man shop growing assets at a 5% annual rate transformed into a hyper-productive team growing AUM 30-40% annually.
Since the inception of T3, eMoney has made it a mission to make our presence known, and this year was no different. We had more than a few updates, unveilings and new releases in store for attendees. Check out all the highlights here.
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.
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.
The new Department of Labor fiduciary ruling is one of the most transformative pieces of legislation to affect financial advisors in recent memory. And while the exact nature of the consequences are yet to be determined, that doesn’t mean you can’t be proactive and prepare your business for the new challenges ahead.
Watch a replay of our live webinar on how to maximize your mobile experience. We discuss why a seamless mobile experience is vital to a financial advisor’s business. And we reveal what it takes to connect with your current and prospective clients via their preferred mediums.