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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