Combining Tech and Personal Experience to Educate Children in Financial Literacy

While it’s nice to set aside time to ramp up financial literacy efforts, this is an ongoing issue in our country which spans the gamut of ages from adults nearing or in retirement all the way down to our children. Beyond focusing on a month of events and articles, here are some thoughts on what we can do to improve financial literacy all year-round.

Continue reading

Overcoming Client Objections to a Personal Website

As an advisor rolling out eMoney’s wealth management technology to clients, you’re bound to come across a few clients who are less-than excited to deviate from their traditional methods of keeping up with their finances. Here are some of the most common objections you’ll encounter when introducing the client website and our recommendations for overcoming them.

Continue reading